Morgan Stanley
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Morgan Stanley’s Medallion Financial MFIN Stock Holding History

Morgan Stanley’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 		$548K Sell
63,984
-1,472
-2% -$14.5K ﹤0.01% 5447
2025
Q4 		$674K Buy
65,456
+6,199
+10% +$62.1K ﹤0.01% 5366
2025
Q3 		$598K Sell
59,257
-7,779
-12% -$79.3K ﹤0.01% 5433
2025
Q2 		$639K Buy
67,036
+18,215
+37% +$165K ﹤0.01% 5344
2025
Q1 		$425K Sell
48,821
-14,580
-23% -$129K ﹤0.01% 5405
2024
Q4 		$595K Buy
63,401
+442
+0.7% +$4.12K ﹤0.01% 5349
2024
Q3 		$512K Buy
62,959
+31,211
+98% +$248K ﹤0.01% 5392
2024
Q2 		$244K Sell
31,748
-8,529
-21% -$67.5K ﹤0.01% 5587
2024
Q1 		$319K Sell
40,277
-10,967
-21% -$98.6K ﹤0.01% 5529
2023
Q4 		$505K Buy
51,244
+38,509
+302% +$320K ﹤0.01% 5610
2023
Q3 		$89.4K Buy
12,735
+147
+1% +$1.21K ﹤0.01% 5943
2023
Q2 		$99.6K Sell
12,588
-21,495
-63% -$147K ﹤0.01% 5955
2023
Q1 		$261K Buy
34,083
+11,629
+52% +$93.4K ﹤0.01% 5583
2022
Q4 		$160K Buy
22,454
+8,504
+61% +$59.6K ﹤0.01% 5759
2022
Q3 		$97K Sell
13,950
-11,075
-44% -$79.2K ﹤0.01% 6090
2022
Q2 		$159K Buy
25,025
+8,817
+54% +$67.2K ﹤0.01% 6002
2022
Q1 		$138K Buy
16,208
+2,937
+22% +$22.7K ﹤0.01% 6123
2021
Q4 		$76K Sell
13,271
-572
-4% -$4.75K ﹤0.01% 6595
2021
Q3 		$108K Buy
13,843
+3,102
+29% +$26.4K ﹤0.01% 6322
2021
Q2 		$96K Sell
10,741
-10,550
-50% -$91K ﹤0.01% 6380
2021
Q1 		$151K Buy
21,291
+5,247
+33% +$34.2K ﹤0.01% 5809
2020
Q4 		$79K Sell
16,044
-15,609
-49% -$61.6K ﹤0.01% 6008
2020
Q3 		$79K Sell
31,653
-10,256
-24% -$30K ﹤0.01% 5533
2020
Q2 		$111K Sell
41,909
-136,900
-77% -$329K ﹤0.01% 5355
2020
Q1 		$333K Sell
178,809
-102,822
-37% -$572K ﹤0.01% 4605
2019
Q4 		$2.05M Sell
281,631
-51,377
-15% -$336K ﹤0.01% 4024
2019
Q3 		$2.13M Sell
333,008
-241,532
-42% -$1.3M ﹤0.01% 3729
2019
Q2 		$3.87M Sell
574,540
-6,232
-1% -$42.7K ﹤0.01% 3186
2019
Q1 		$4.01M Buy
580,772
+227,615
+64% +$1.33M ﹤0.01% 2923
2018
Q4 		$1.66M Sell
353,157
-66,647
-16% -$408K ﹤0.01% 3917
2018
Q3 		$2.79M Buy
419,804
+85,326
+26% +$503K ﹤0.01% 3727
2018
Q2 		$1.83M Buy
334,478
+57,883
+21% +$278K ﹤0.01% 4157
2018
Q1 		$1.29M Sell
276,595
-5,339
-2% -$24.5K ﹤0.01% 4370
2017
Q4 		$995K Buy
281,934
+47,130
+20% +$129K ﹤0.01% 4540
2017
Q3 		$510K Sell
234,804
-55,198
-19% -$130K ﹤0.01% 4872
2017
Q2 		$694K Sell
290,002
-19,330
-6% -$44K ﹤0.01% 4613
2017
Q1 		$612K Buy
309,332
+28,542
+10% +$68.8K ﹤0.01% 4712
2016
Q4 		$848K Sell
280,790
-83,821
-23% -$305K ﹤0.01% 4591
2016
Q3 		$1.54M Sell
364,611
-54,815
-13% -$317K ﹤0.01% 3721
2016
Q2 		$3.1M Sell
419,426
-7,627
-2% -$59.3K ﹤0.01% 3050
2016
Q1 		$3.94M Buy
427,053
+25,435
+6% +$194K ﹤0.01% 2749
2015
Q4 		$2.83M Sell
401,618
-42,147
-9% -$329K ﹤0.01% 3188
2015
Q3 		$3.36M Sell
443,765
-294,805
-40% -$2.34M ﹤0.01% 3003
2015
Q2 		$6.17M Sell
738,570
-207,533
-22% -$2.06M ﹤0.01% 2605
2015
Q1 		$8.76M Buy
946,103
+358,345
+61% +$3.55M ﹤0.01% 2196
2014
Q4 		$5.88M Buy
587,758
+120,830
+26% +$1.32M ﹤0.01% 2569
2014
Q3 		$5.44M Buy
466,928
+34,808
+8% +$414K ﹤0.01% 2571
2014
Q2 		$5.38M Buy
432,120
+61,009
+16% +$802K ﹤0.01% 2613
2014
Q1 		$4.9M Buy
371,111
+66,023
+22% +$916K ﹤0.01% 2598
2013
Q4 		$4.38M Buy
305,088
+6,665
+2% +$104K ﹤0.01% 2696
2013
Q3 		$4.44M Sell
298,423
-66,338
-18% -$971K ﹤0.01% 2547
2013
Q2 		$5.07M Buy
+364,761
New +$5.25M ﹤0.01% 2311

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

Morgan Stanley's MFIN Position: Q1 2026 in Review

Morgan Stanley reduced its Medallion Financial (MFIN) stake by 2.2% in Q1 2026, selling an estimated $14.5K and leaving 63,984 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #5447.

Morgan Stanley first reported a position in MFIN in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.76M in Q1 2015. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Morgan Stanley held 63,984 shares of Medallion Financial worth $548K as of Q1 2026.
  • Morgan Stanley sold 1,472 Medallion Financial shares in Q1 2026, an estimated $14.5K.
  • Medallion Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5447 holding.
  • Morgan Stanley first reported a position in Medallion Financial in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Medallion Financial position peaked at $8.76M in Q1 2015.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.