Martingale Asset Management’s Medallion Financial MFIN Stock Holding History

Martingale Asset 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	$214K	Sell	20,933 -14,117	-40%	-$134K	0.01%	808
2026 Q1	$300K	Buy	35,050 +1,100	+3%	+$10.8K	0.01%	732
2025 Q4	$349K	Buy	33,950 +17,202	+103%	+$172K	0.01%	665
2025 Q3	$169K	Buy	16,748 +180	+1%	+$1.83K	﹤0.01%	743
2025 Q2	$158K	Buy	+16,568	New	+$150K	﹤0.01%	765

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

Martingale Asset Management's MFIN Position: Q2 2026 in Review

Martingale Asset Management reduced its Medallion Financial (MFIN) stake by 40% in Q2 2026, selling an estimated $134K and leaving 20,933 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #808.

Martingale Asset Management first reported a position in MFIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q4 2025. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

Martingale Asset Management held 20,933 shares of Medallion Financial worth $214K as of Q2 2026.
Martingale Asset Management sold 14,117 Medallion Financial shares in Q2 2026, an estimated $134K.
Medallion Financial made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #808 holding.
Martingale Asset Management first reported a position in Medallion Financial in Q2 2025 and has held it in 5 quarters since.
Martingale Asset Management's Medallion Financial position peaked at $349K in Q4 2025.
99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.