Osaic Holdings’s Medallion Financial MFIN Stock Holding History

Osaic Holdings’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	$68.5K	Hold	8,000	–	–	﹤0.01%	4966
2025 Q4	$82.3K	Hold	8,000	–	–	﹤0.01%	4868
2025 Q3	$84.5K	Hold	8,000	–	–	﹤0.01%	4926
2025 Q2	$76.2K	Buy	+8,000	New	+$72.5K	﹤0.01%	4720
2023 Q3	–	Sell	-32,264	Closed	-$255K	–	7476
2023 Q2	$255K	Hold	32,264	–	–	﹤0.01%	3706
2023 Q1	$247K	Hold	32,264	–	–	﹤0.01%	3698
2022 Q4	$231K	Hold	32,264	–	–	﹤0.01%	3720
2022 Q3	$227K	Hold	32,264	–	–	﹤0.01%	3623
2022 Q2	$206K	Buy	32,264 +2,000	+7%	+$15.3K	﹤0.01%	3765
2022 Q1	$257K	Buy	30,264 +8,000	+36%	+$61.7K	﹤0.01%	3812
2021 Q4	$129K	Buy	+22,264	New	+$185K	﹤0.01%	4350
2021 Q1	–	Sell	-90	Closed	–	–	6889
2020 Q4	$0	Sell	90 -4,851	-98%	-$19.2K	﹤0.01%	6504
2020 Q3	$12K	Hold	4,941	–	–	﹤0.01%	5178
2020 Q2	$13K	Hold	4,941	–	–	﹤0.01%	5045
2020 Q1	$9K	Buy	+4,941	New	+$27.5K	﹤0.01%	5070

Other funds holding MFIN

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 Oaks, Pennsylvania $108B AUM 26.14% 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

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

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

Osaic Holdings's MFIN Position: Q1 2026 in Review

Osaic Holdings held its Medallion Financial (MFIN) position steady in Q1 2026 at 8,000 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4966.

Osaic Holdings first reported a position in MFIN in Q1 2020 and has held it in 15 quarters since. The position peaked at $257K in Q1 2022. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

Osaic Holdings held 8,000 shares of Medallion Financial worth $68.5K as of Q1 2026.
Osaic Holdings left its Medallion Financial share count unchanged in Q1 2026.
Medallion Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4966 holding.
Osaic Holdings first reported a position in Medallion Financial in Q1 2020 and has held it in 15 quarters since.
Osaic Holdings's Medallion Financial position peaked at $257K in Q1 2022.
95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.