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Ridgewood Investments’s Medallion Financial MFIN Stock Holding History

Ridgewood Investments’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
-5,000
Closed -$47.6K – 487
2025
Q2 		$47.6K Hold
5,000
– – 0.02% 338
2025
Q1 		$43.5K Hold
5,000
– – 0.02% 336
2024
Q4 		$47K Hold
5,000
– – 0.02% 318
2024
Q3 		$40.7K Hold
5,000
– – 0.02% 343
2024
Q2 		$38.4K Buy
+5,000
New +$39.6K 0.02% 356
2023
Q3 		– Sell
-5,000
Closed -$39.5K – 527
2023
Q2 		$39.5K Hold
5,000
– – 0.02% 360
2023
Q1 		$38.4K Buy
+5,000
New +$40.2K 0.02% 379
2022
Q2 		– Sell
-25,348
Closed -$215K – 197
2022
Q1 		$215K Hold
25,348
– – 0.14% 175
2021
Q4 		$147K Hold
25,348
– – 0.09% 187
2021
Q3 		$199K Hold
25,348
– – 0.13% 180
2021
Q2 		$225K Hold
25,348
– – 0.14% 169
2021
Q1 		$179K Buy
25,348
+10,000
+65% +$65.2K 0.11% 183
2020
Q4 		$38K Hold
15,348
– – 0.03% 166
2020
Q3 		$38K Hold
15,348
– – 0.03% 167
2020
Q2 		$41K Sell
15,348
-10,000
-39% -$24K 0.03% 163
2020
Q1 		$47K Buy
25,348
+13,000
+105% +$72.3K 0.05% 149
2019
Q4 		$90K Sell
12,348
-20,000
-62% -$131K 0.06% 189
2019
Q3 		$207K Hold
32,348
– – 0.16% 161
2019
Q2 		$218K Hold
32,348
– – 0.17% 156
2019
Q1 		$223K Buy
32,348
+400
+1% +$2.34K 0.18% 157
2018
Q4 		$212K Hold
31,948
– – 0.17% 153
2018
Q3 		$212K Buy
31,948
+12,458
+64% +$73.5K 0.17% 154
2018
Q2 		$107K Buy
+19,490
New +$93.7K 0.1% 149

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

Ridgewood Investments's MFIN Position: Q3 2025 in Review

Ridgewood Investments sold out of Medallion Financial (MFIN) in Q3 2025, closing a stake of 5,000 shares — an estimated $47.6K sold.

Ridgewood Investments first reported a position in MFIN in Q2 2018 and held it in 23 quarters. The position peaked at $225K in Q2 2021. 91 funds tracked by Wall St. Rank hold MFIN as of Q3 2025.

  • Ridgewood Investments reported no remaining Medallion Financial position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 5,000 Medallion Financial shares in Q3 2025, an estimated $47.6K.
  • Ridgewood Investments first reported a position in Medallion Financial in Q2 2018 and held it in 23 quarters.
  • Ridgewood Investments's Medallion Financial position peaked at $225K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.