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 Q1	$86	Buy	+10	New	+$98	﹤0.01%	3305

Other funds holding MFIN

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Root Financial Partners's MFIN Position: Q1 2026 in Review

Root Financial Partners opened a new position in Medallion Financial (MFIN) in Q1 2026: 10 shares worth $86. The stake represents ﹤0.01% of the portfolio and ranks #3305 among its holdings.

95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

Root Financial Partners held 10 shares of Medallion Financial worth $86 as of Q1 2026.
Medallion Financial was a new Root Financial Partners position in Q1 2026.
Medallion Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3305 holding.
95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.