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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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
GI
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
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. 9 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.
  • 9 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.