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 Q3	$10.2K	Buy	857 +223	+35%	+$2.47K	﹤0.01%	3376
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%	3646
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

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's MFIN Position: Q3 2026 in Review

IFP Advisors increased its Medallion Financial (MFIN) stake by 35% in Q3 2026, buying an estimated $2.47K and bringing the position to 857 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

IFP Advisors first reported a position in MFIN in Q4 2015 and has held it in 17 quarters since. 20 funds tracked by Wall St. Rank hold MFIN as of Q3 2026.

IFP Advisors held 857 shares of Medallion Financial worth $10.2K as of Q3 2026.
IFP Advisors bought 223 Medallion Financial shares in Q3 2026, an estimated $2.47K.
Medallion Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3376 holding.
IFP Advisors first reported a position in Medallion Financial in Q4 2015 and has held it in 17 quarters since.
20 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.