Invesco
MFIN icon

Invesco’s Medallion Financial MFIN Stock Holding History

Invesco’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 		$163K Sell
15,997
-5,276
-25% -$49.9K ﹤0.01% 3639
2026
Q1 		$182K Sell
21,273
-1,374
-6% -$13.5K ﹤0.01% 3506
2025
Q4 		$233K Sell
22,647
-3,280
-13% -$32.9K ﹤0.01% 3473
2025
Q3 		$262K Sell
25,927
-6,748
-21% -$68.8K ﹤0.01% 3473
2025
Q2 		$311K Sell
32,675
-7,312
-18% -$66.3K ﹤0.01% 3347
2025
Q1 		$348K Sell
39,987
-6,052
-13% -$53.5K ﹤0.01% 3304
2024
Q4 		$432K Buy
46,039
+463
+1% +$4.31K ﹤0.01% 3296
2024
Q3 		$371K Sell
45,576
-45,288
-50% -$360K ﹤0.01% 3346
2024
Q2 		$698K Buy
90,864
+53,996
+146% +$427K ﹤0.01% 3131
2024
Q1 		$292K Buy
+36,868
New +$331K ﹤0.01% 3534
2023
Q1 		– Sell
-47,534
Closed -$339K – 3947
2022
Q4 		$339K Sell
47,534
-240
-0.5% -$1.68K ﹤0.01% 3455
2022
Q3 		$335K Sell
47,774
-2,652
-5% -$19K ﹤0.01% 3466
2022
Q2 		$323K Sell
50,426
-174,173
-78% -$1.33M ﹤0.01% 3537
2022
Q1 		$1.91M Buy
+224,599
New +$1.73M ﹤0.01% 2804
2019
Q1 		– Sell
-13,875
Closed -$65K – 3772
2018
Q4 		$65K Buy
+13,875
New +$85K ﹤0.01% 3680
2014
Q1 		– Sell
-8,786
Closed -$126K – 4202
2013
Q4 		$126K Sell
8,786
-360
-4% -$5.62K ﹤0.01% 3969
2013
Q3 		$136K Buy
+9,146
New +$134K ﹤0.01% 3906

Other funds holding MFIN

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Invesco's MFIN Position: Q2 2026 in Review

Invesco reduced its Medallion Financial (MFIN) stake by 25% in Q2 2026, selling an estimated $49.9K and leaving 15,997 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Invesco first reported a position in MFIN in Q3 2013 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2022. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Invesco held 15,997 shares of Medallion Financial worth $163K as of Q2 2026.
  • Invesco sold 5,276 Medallion Financial shares in Q2 2026, an estimated $49.9K.
  • Medallion Financial made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3639 holding.
  • Invesco first reported a position in Medallion Financial in Q3 2013 and has held it in 17 quarters since.
  • Invesco's Medallion Financial position peaked at $1.91M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.