Integrated Wealth Concepts’s Medallion Financial MFIN Stock Holding History

Integrated Wealth Concepts’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	$263	Buy	+26	New	+$246	﹤0.01%	5728

Other funds holding MFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Integrated Wealth Concepts's MFIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Medallion Financial (MFIN) in Q2 2026: 26 shares worth $263. The stake represents ﹤0.01% of the portfolio and ranks #5728 among its holdings.

99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

Integrated Wealth Concepts held 26 shares of Medallion Financial worth $263 as of Q2 2026.
Medallion Financial was a new Integrated Wealth Concepts position in Q2 2026.
Medallion Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5728 holding.
99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.