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MAI Capital Management’s Medallion Financial MFIN Stock Holding History

MAI Capital Management’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 		– Sell
-7
Closed -$60 – 3652
2026
Q1 		$60 Buy
7
+1
+17% +$10 ﹤0.01% 4837
2025
Q4 		$62 Buy
+6
New +$60 ﹤0.01% 4215

Other funds holding MFIN

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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

MAI Capital Management's MFIN Position: Q2 2026 in Review

MAI Capital Management sold out of Medallion Financial (MFIN) in Q2 2026, closing a stake of 7 shares — an estimated $60 sold.

MAI Capital Management first reported a position in MFIN in Q4 2025 and held it in 2 quarters. The position peaked at $62 in Q4 2025. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • MAI Capital Management reported no remaining Medallion Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 7 Medallion Financial shares in Q2 2026, an estimated $60.
  • MAI Capital Management first reported a position in Medallion Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management'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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.