Root Financial Partners
MFIN icon

Root Financial Partners’s Medallion Financial MFIN Stock Holding History

Root Financial Partners’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
Q3 		$214 Buy
+18
New +$199 ﹤0.01% 3488
2026
Q2 		– Sell
-10
Closed -$86 – 2055
2026
Q1 		$86 Buy
+10
New +$98 ﹤0.01% 3305

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Investors Research Corp
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IFP Advisors
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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Sterling Capital Management
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Root Financial Partners's MFIN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Medallion Financial (MFIN) in Q3 2026: 18 shares worth $214. The stake represents ﹤0.01% of the portfolio and ranks #3488 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MFIN as recently as Q1 2026.

Root Financial Partners first reported a position in MFIN in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold MFIN as of Q3 2026.

  • Root Financial Partners held 18 shares of Medallion Financial worth $214 as of Q3 2026.
  • Medallion Financial was a new Root Financial Partners position in Q3 2026.
  • Medallion Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3488 holding.
  • Root Financial Partners first reported a position in Medallion Financial in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.