Raymond James Financial
MFIN icon

Raymond James Financial’s Medallion Financial MFIN Stock Holding History

Raymond James Financial’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 		$254K Hold
29,625
– – ﹤0.01% 4751
2025
Q4 		$305K Hold
29,625
– – ﹤0.01% 4563
2025
Q3 		$299K Sell
29,625
-485
-2% -$4.94K ﹤0.01% 4413
2025
Q2 		$287K Buy
30,110
+14,085
+88% +$128K ﹤0.01% 4313
2025
Q1 		$140K Hold
16,025
– – ﹤0.01% 4492
2024
Q4 		$150K Buy
+16,025
New +$149K ﹤0.01% 4466

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

Raymond James Financial's MFIN Position: Q1 2026 in Review

Raymond James Financial held its Medallion Financial (MFIN) position steady in Q1 2026 at 29,625 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #4751.

Raymond James Financial first reported a position in MFIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Raymond James Financial held 29,625 shares of Medallion Financial worth $254K as of Q1 2026.
  • Raymond James Financial left its Medallion Financial share count unchanged in Q1 2026.
  • Medallion Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4751 holding.
  • Raymond James Financial first reported a position in Medallion Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Medallion Financial position peaked at $305K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.