Ritholtz Wealth Management
MFIN icon

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
Q2 		$945K Sell
92,532
-4,229
-4% -$40K 0.01% 636
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 $6.73T AUM 46.02% 1-Year Est. Return
Tieton Capital Management
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Uniplan Investment Counsel
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Ritholtz Wealth Management's MFIN Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Medallion Financial (MFIN) stake by 4.4% in Q2 2026, selling an estimated $40K and leaving 92,532 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #636.

Ritholtz Wealth Management first reported a position in MFIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $954K in Q4 2025. 98 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Ritholtz Wealth Management held 92,532 shares of Medallion Financial worth $945K as of Q2 2026.
  • Ritholtz Wealth Management sold 4,229 Medallion Financial shares in Q2 2026, an estimated $40K.
  • Medallion Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #636 holding.
  • Ritholtz Wealth Management first reported a position in Medallion Financial in Q2 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Medallion Financial position peaked at $954K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.