Panagora Asset Management’s Medallion Financial MFIN Stock Holding History

Panagora 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 Q1	$384K	Buy	44,915 +7,181	+19%	+$70.6K	﹤0.01%	912
2025 Q4	$388K	Buy	37,734 +13,154	+54%	+$132K	﹤0.01%	930
2025 Q3	$248K	Buy	24,580 +3,135	+15%	+$32K	﹤0.01%	1018
2025 Q2	$204K	Buy	+21,445	New	+$194K	﹤0.01%	1046
2024 Q3	–	Sell	-60,157	Closed	-$462K	–	1237
2024 Q2	$462K	Buy	+60,157	New	+$476K	﹤0.01%	938
2017 Q2	–	Sell	-3,629	Closed	-$7K	–	2638
2017 Q1	$7K	Hold	3,629	–	–	﹤0.01%	2283
2016 Q4	$11K	Hold	3,629	–	–	﹤0.01%	2280
2016 Q3	$15K	Hold	3,629	–	–	﹤0.01%	2300
2016 Q2	$27K	Hold	3,629	–	–	﹤0.01%	2129
2016 Q1	$33K	Hold	3,629	–	–	﹤0.01%	2076
2015 Q4	$26K	Hold	3,629	–	–	﹤0.01%	2109
2015 Q3	$28K	Sell	3,629 -8,319	-70%	-$66K	﹤0.01%	2094
2015 Q2	$100K	Hold	11,948	–	–	﹤0.01%	1946
2015 Q1	$111K	Sell	11,948 -3,660	-23%	-$36.3K	﹤0.01%	1914
2014 Q4	$156K	Hold	15,608	–	–	﹤0.01%	1709
2014 Q3	$182K	Sell	15,608 -18,014	-54%	-$214K	﹤0.01%	1665
2014 Q2	$419K	Sell	33,622 -141,509	-81%	-$1.86M	﹤0.01%	1442
2014 Q1	$2.31M	Buy	175,131 +1,018	+0.6%	+$14.1K	0.01%	820
2013 Q4	$2.5M	Buy	174,113 +3,903	+2%	+$61K	0.01%	765
2013 Q3	$2.53M	Buy	170,210 +1,546	+0.9%	+$22.6K	0.01%	729
2013 Q2	$2.35M	Buy	+168,664	New	+$2.43M	0.01%	726

Other funds holding MFIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

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

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

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return