LPL Financial’s Medallion Financial MFIN Stock Holding History

LPL Financial’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
2025 Q3	–	Sell	-10,578	Closed	-$101K	–	5913
2025 Q2	$101K	Sell	10,578 -334	-3%	-$3.03K	﹤0.01%	5263
2025 Q1	$95K	Buy	+10,912	New	+$96.4K	﹤0.01%	5053
2024 Q4	–	Sell	-15,175	Closed	-$124K	–	5387
2024 Q3	$124K	Buy	15,175 +2,000	+15%	+$15.9K	﹤0.01%	4850
2024 Q2	$101K	Sell	13,175 -500	-4%	-$3.96K	﹤0.01%	4743
2024 Q1	$108K	Sell	13,675 -335	-2%	-$3.01K	﹤0.01%	4664
2023 Q4	$138K	Hold	14,010	–	–	﹤0.01%	4486
2023 Q3	$98.3K	Sell	14,010 -545	-4%	-$4.5K	﹤0.01%	4418
2023 Q2	$115K	Buy	14,555 +1,550	+12%	+$10.6K	﹤0.01%	4302
2023 Q1	$99.7K	Hold	13,005	–	–	﹤0.01%	4205
2022 Q4	$92.9K	Hold	13,005	–	–	﹤0.01%	4188
2022 Q3	$91K	Hold	13,005	–	–	﹤0.01%	4130
2022 Q2	$83K	Hold	13,005	–	–	﹤0.01%	4160
2022 Q1	$111K	Buy	+13,005	New	+$100K	﹤0.01%	3959
2021 Q4	–	Sell	-12,190	Closed	-$96K	–	4415
2021 Q3	$96K	Buy	+12,190	New	+$104K	﹤0.01%	4152

Other funds holding MFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial's MFIN Position: Q3 2025 in Review

LPL Financial sold out of Medallion Financial (MFIN) in Q3 2025, closing a stake of 10,578 shares — an estimated $101K sold.

LPL Financial first reported a position in MFIN in Q3 2021 and held it in 14 quarters. The position peaked at $138K in Q4 2023. 91 funds tracked by Wall St. Rank hold MFIN as of Q3 2025.

LPL Financial reported no remaining Medallion Financial position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 10,578 Medallion Financial shares in Q3 2025, an estimated $101K.
LPL Financial first reported a position in Medallion Financial in Q3 2021 and held it in 14 quarters.
LPL Financial's Medallion Financial position peaked at $138K in Q4 2023.
91 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.