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Rothschild Investment LLC’s Medallion Financial MFIN Stock Holding History

Rothschild Investment LLC’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 		$143 Buy
14
+8
+133% +$76 ﹤0.01% 3482
2026
Q1 		$51 Buy
6
+3
+100% +$29 ﹤0.01% 3458
2025
Q4 		$31 Buy
+3
New +$30 ﹤0.01% 3306

Other funds holding MFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
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
UIC
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

Rothschild Investment LLC's MFIN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Medallion Financial (MFIN) stake by 133% in Q2 2026, buying an estimated $76 and bringing the position to 14 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Rothschild Investment LLC first reported a position in MFIN in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Rothschild Investment LLC held 14 shares of Medallion Financial worth $143 as of Q2 2026.
  • Rothschild Investment LLC bought 8 Medallion Financial shares in Q2 2026, an estimated $76.
  • Medallion Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3482 holding.
  • Rothschild Investment LLC first reported a position in Medallion Financial in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.