IFP Advisors’s Medallion Financial MFIN Stock Holding History

IFP Advisors’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 Q2	$6.47K	Buy	634 +3	+0.5%	+$28	﹤0.01%	3628
2026 Q1	$5.4K	Sell	631 -23	-4%	-$226	﹤0.01%	3472
2025 Q4	$6.73K	Buy	654 +24	+4%	+$241	﹤0.01%	3263
2025 Q3	$6.36K	Buy	630 +622	+7,775%	+$6.34K	﹤0.01%	3124
2025 Q2	$305	Buy	+8	New	+$73	﹤0.01%	4552
2018 Q4	–	Sell	-200	Closed	-$1K	–	3735
2018 Q3	$1K	Hold	200	–	–	﹤0.01%	3699
2018 Q2	$1K	Hold	200	–	–	﹤0.01%	3741
2018 Q1	$1K	Hold	200	–	–	﹤0.01%	3647
2017 Q4	$1K	Hold	200	–	–	﹤0.01%	3698
2017 Q3	$0	Hold	200	–	–	﹤0.01%	4151
2017 Q2	$0	Hold	200	–	–	﹤0.01%	4162
2017 Q1	$0	Hold	200	–	–	﹤0.01%	4074
2016 Q4	$1K	Hold	200	–	–	﹤0.01%	3806
2016 Q3	$1K	Sell	200 -583	-74%	-$3.37K	﹤0.01%	3749
2016 Q2	$6K	Buy	+783	New	+$6.09K	﹤0.01%	3033
2016 Q1	–	Sell	-583	Closed	-$4K	–	2978
2015 Q4	$4K	Buy	+583	New	+$4.56K	﹤0.01%	3081

Other funds holding MFIN

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's MFIN Position: Q2 2026 in Review

IFP Advisors increased its Medallion Financial (MFIN) stake by 0.48% in Q2 2026, buying an estimated $28 and bringing the position to 634 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3628.

IFP Advisors first reported a position in MFIN in Q4 2015 and has held it in 16 quarters since. The position peaked at $6.73K in Q4 2025. 10 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

IFP Advisors held 634 shares of Medallion Financial worth $6.47K as of Q2 2026.
IFP Advisors bought 3 Medallion Financial shares in Q2 2026, an estimated $28.
Medallion Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3628 holding.
IFP Advisors first reported a position in Medallion Financial in Q4 2015 and has held it in 16 quarters since.
IFP Advisors's Medallion Financial position peaked at $6.73K in Q4 2025.
10 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.