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Kestra Advisory Services’s Medallion Financial MFIN Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-4,050
Closed -$41.7K – 3875
2025
Q4 		$41.7K Buy
+4,050
New +$40.6K ﹤0.01% 4061

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Kestra Advisory Services's MFIN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Medallion Financial (MFIN) in Q1 2026, closing a stake of 4,050 shares — an estimated $41.7K sold.

Kestra Advisory Services first reported a position in MFIN in Q4 2025 and held it in 1 quarter. The position peaked at $41.7K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Medallion Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,050 Medallion Financial shares in Q1 2026, an estimated $41.7K.
  • Kestra Advisory Services first reported a position in Medallion Financial in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Medallion Financial position peaked at $41.7K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.