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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
Q2 		– Sell
-10
Closed -$86 – 2055
2026
Q1 		$86 Buy
+10
New +$98 ﹤0.01% 3305

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Root Financial Partners's MFIN Position: Q2 2026 in Review

Root Financial Partners sold out of Medallion Financial (MFIN) in Q2 2026, closing a stake of 10 shares — an estimated $86 sold.

Root Financial Partners first reported a position in MFIN in Q1 2026 and held it in 1 quarter. The position peaked at $86 in Q1 2026. 98 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Root Financial Partners reported no remaining Medallion Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 Medallion Financial shares in Q2 2026, an estimated $86.
  • Root Financial Partners first reported a position in Medallion Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Medallion Financial position peaked at $86 in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.