Key Financial Inc’s Medallion Financial MFIN Stock Holding History

Key Financial Inc’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	$61	Hold	6	–	–	﹤0.01%	1332
2026 Q1	$51	Hold	6	–	–	﹤0.01%	1374
2025 Q4	$62	Hold	6	–	–	﹤0.01%	1421
2025 Q3	$60	Hold	6	–	–	﹤0.01%	1439
2025 Q2	$57	Hold	6	–	–	﹤0.01%	1417
2025 Q1	$52	Hold	6	–	–	﹤0.01%	1373
2024 Q4	$56	Hold	6	–	–	﹤0.01%	1370
2024 Q3	$49	Hold	6	–	–	﹤0.01%	1342
2024 Q2	$46	Hold	6	–	–	﹤0.01%	1326
2024 Q1	$47	Hold	6	–	–	﹤0.01%	1300
2023 Q4	$59	Hold	6	–	–	﹤0.01%	1305
2023 Q3	$42	Hold	6	–	–	﹤0.01%	1332
2023 Q2	$47	Hold	6	–	–	﹤0.01%	1374
2023 Q1	$46	Hold	6	–	–	﹤0.01%	1161
2022 Q4	$42	Hold	6	–	–	﹤0.01%	1166
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1156
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1134
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1091
2021 Q4	$0	Hold	6	–	–	﹤0.01%	983
2021 Q3	$0	Hold	6	–	–	﹤0.01%	938
2021 Q2	$0	Hold	6	–	–	﹤0.01%	876
2021 Q1	$0	Hold	6	–	–	﹤0.01%	787
2020 Q4	$0	Buy	+6	New	+$24	﹤0.01%	728

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

Key Financial Inc's MFIN Position: Q2 2026 in Review

Key Financial Inc held its Medallion Financial (MFIN) position steady in Q2 2026 at 6 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Key Financial Inc first reported a position in MFIN in Q4 2020 and has held it in 23 quarters since. The position peaked at $62 in Q4 2025. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

Key Financial Inc held 6 shares of Medallion Financial worth $61 as of Q2 2026.
Key Financial Inc left its Medallion Financial share count unchanged in Q2 2026.
Medallion Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1332 holding.
Key Financial Inc first reported a position in Medallion Financial in Q4 2020 and has held it in 23 quarters since.
Key Financial Inc's Medallion Financial position peaked at $62 in Q4 2025.
99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.