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Ritholtz Wealth Management’s Medallion Financial MFIN Stock Holding History

Ritholtz Wealth 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 		$828K Buy
96,761
+4,066
+4% +$40K 0.01% 605
2025
Q4 		$954K Buy
92,695
+8,851
+11% +$88.7K 0.02% 544
2025
Q3 		$847K Buy
83,844
+7,978
+11% +$81.3K 0.02% 538
2025
Q2 		$723K Buy
75,866
+13,500
+22% +$122K 0.02% 531
2025
Q1 		$543K Buy
62,366
+4,782
+8% +$42.2K 0.02% 570
2024
Q4 		$541K Buy
57,584
+20,747
+56% +$193K 0.02% 541
2024
Q3 		$300K Sell
36,837
-4,827
-12% -$38.4K 0.01% 700
2024
Q2 		$320K Buy
41,664
+4,862
+13% +$38.5K 0.01% 639
2024
Q1 		$291K Sell
36,802
-861
-2% -$7.74K 0.01% 644
2023
Q4 		$371K Buy
37,663
+4,144
+12% +$34.4K 0.01% 554
2023
Q3 		$235K Buy
33,519
+13,155
+65% +$109K 0.01% 611
2023
Q2 		$161K Sell
20,364
-18,025
-47% -$124K 0.01% 636
2023
Q1 		$294K Buy
38,389
+5,873
+18% +$47.2K 0.01% 521
2022
Q4 		$232K Buy
32,516
+1,509
+5% +$10.6K 0.01% 505
2022
Q3 		$218K Buy
31,007
+11,945
+63% +$85.4K 0.01% 636
2022
Q2 		$122K Buy
+19,062
New +$145K 0.01% 520

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

Ritholtz Wealth Management's MFIN Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Medallion Financial (MFIN) stake by 4.4% in Q1 2026, buying an estimated $40K and bringing the position to 96,761 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #605.

Ritholtz Wealth Management first reported a position in MFIN in Q2 2022 and has held it in 16 quarters since. The position peaked at $954K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Ritholtz Wealth Management held 96,761 shares of Medallion Financial worth $828K as of Q1 2026.
  • Ritholtz Wealth Management bought 4,066 Medallion Financial shares in Q1 2026, an estimated $40K.
  • Medallion Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #605 holding.
  • Ritholtz Wealth Management first reported a position in Medallion Financial in Q2 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Medallion Financial position peaked at $954K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.