Reilly Financial Advisors’s Medallion Financial MFIN Stock Holding History

Reilly Financial 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
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	996
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	857
2021 Q2	$3K	Hold	300	–	–	﹤0.01%	866
2021 Q1	$2K	Hold	300	–	–	﹤0.01%	930
2020 Q4	$1K	Hold	300	–	–	﹤0.01%	860
2020 Q3	$1K	Hold	300	–	–	﹤0.01%	803
2020 Q2	$1K	Hold	300	–	–	﹤0.01%	857
2020 Q1	$1K	Hold	300	–	–	﹤0.01%	846
2019 Q4	$2K	Hold	300	–	–	﹤0.01%	813
2019 Q3	$2K	Hold	300	–	–	﹤0.01%	826
2019 Q2	$2K	Hold	300	–	–	﹤0.01%	869
2019 Q1	$2K	Hold	300	–	–	﹤0.01%	887
2018 Q4	$1K	Hold	300	–	–	﹤0.01%	903
2018 Q3	$2K	Hold	300	–	–	﹤0.01%	933
2018 Q2	$2K	Hold	300	–	–	﹤0.01%	922
2018 Q1	$1K	Hold	300	–	–	﹤0.01%	931
2017 Q4	$1K	Hold	300	–	–	﹤0.01%	927
2017 Q3	$1K	Hold	300	–	–	﹤0.01%	956
2017 Q2	$1K	Buy	+300	New	+$683	﹤0.01%	909

Other funds holding MFIN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KCM

Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Reilly Financial Advisors's MFIN Position: Q4 2021 in Review

Reilly Financial Advisors held its Medallion Financial (MFIN) position steady in Q4 2021 at 300 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Reilly Financial Advisors first reported a position in MFIN in Q2 2017 and has held it in 19 quarters since. The position peaked at $3K in Q2 2021. 50 funds tracked by Wall St. Rank hold MFIN as of Q4 2021.

Reilly Financial Advisors held 300 shares of Medallion Financial worth $2K as of Q4 2021.
Reilly Financial Advisors left its Medallion Financial share count unchanged in Q4 2021.
Medallion Financial made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #996 holding.
Reilly Financial Advisors first reported a position in Medallion Financial in Q2 2017 and has held it in 19 quarters since.
Reilly Financial Advisors's Medallion Financial position peaked at $3K in Q2 2021.
50 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.