RA
MFIN icon

Rise Advisors’s Medallion Financial MFIN Stock Holding History

Rise 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
2025
Q4 		– Sell
-63
Closed -$636 – 905
2025
Q3 		$636 Hold
63
– – ﹤0.01% 1356
2025
Q2 		$600 Hold
63
– – ﹤0.01% 1369
2025
Q1 		$549 Buy
+63
New +$556 ﹤0.01% 1358

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Rise Advisors's MFIN Position: Q4 2025 in Review

Rise Advisors sold out of Medallion Financial (MFIN) in Q4 2025, closing a stake of 63 shares — an estimated $636 sold.

Rise Advisors first reported a position in MFIN in Q1 2025 and held it in 3 quarters. The position peaked at $636 in Q3 2025. 98 funds tracked by Wall St. Rank hold MFIN as of Q4 2025.

  • Rise Advisors reported no remaining Medallion Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 63 Medallion Financial shares in Q4 2025, an estimated $636.
  • Rise Advisors first reported a position in Medallion Financial in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Medallion Financial position peaked at $636 in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.