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NewEdge Advisors’s Medallion Financial MFIN Stock Holding History

NewEdge Advisors’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
-4
Closed -$41 – 4189
2025
Q2 		$41 Hold
4
– – ﹤0.01% 3938
2025
Q1 		$37 Hold
4
– – ﹤0.01% 3864
2024
Q4 		$40 Hold
4
– – ﹤0.01% 3826
2024
Q3 		$34 Hold
4
– – ﹤0.01% 3756
2024
Q2 		$32 Hold
4
– – ﹤0.01% 3730
2024
Q1 		$32 Hold
4
– – ﹤0.01% 3749
2023
Q4 		$40 Sell
4
-383
-99% -$3.18K ﹤0.01% 3676
2023
Q3 		$2.72K Buy
+387
New +$3.2K ﹤0.01% 2977

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
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
American Century Companies
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewEdge Advisors's MFIN Position: Q3 2025 in Review

NewEdge Advisors sold out of Medallion Financial (MFIN) in Q3 2025, closing a stake of 4 shares — an estimated $41 sold.

NewEdge Advisors first reported a position in MFIN in Q3 2023 and held it in 8 quarters. The position peaked at $2.72K in Q3 2023. 91 funds tracked by Wall St. Rank hold MFIN as of Q3 2025.

  • NewEdge Advisors reported no remaining Medallion Financial position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 4 Medallion Financial shares in Q3 2025, an estimated $41.
  • NewEdge Advisors first reported a position in Medallion Financial in Q3 2023 and held it in 8 quarters.
  • NewEdge Advisors's Medallion Financial position peaked at $2.72K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.