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Financial Consulate’s Medallion Financial MFIN Stock Holding History

Financial Consulate’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.28K Hold
500
– – ﹤0.01% 824
2025
Q4 		$5.14K Hold
500
– – ﹤0.01% 739
2025
Q3 		$5.05K Buy
+500
New +$5.1K ﹤0.01% 658

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Financial Consulate's MFIN Position: Q1 2026 in Review

Financial Consulate held its Medallion Financial (MFIN) position steady in Q1 2026 at 500 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Financial Consulate first reported a position in MFIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.14K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Financial Consulate held 500 shares of Medallion Financial worth $4.28K as of Q1 2026.
  • Financial Consulate left its Medallion Financial share count unchanged in Q1 2026.
  • Medallion Financial made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #824 holding.
  • Financial Consulate first reported a position in Medallion Financial in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Medallion Financial position peaked at $5.14K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.