Sheaff Brock Investment Advisors’s Medallion Financial MFIN Stock Holding History

Sheaff Brock Investment Advisors’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
2025 Q1	$139K	Hold	16,000	–	–	0.01%	424
2024 Q4	$150K	Hold	16,000	–	–	0.01%	419
2024 Q3	$130K	Sell	16,000 -8,000	-33%	-$63.6K	0.01%	430
2024 Q2	$184K	Hold	24,000	–	–	0.02%	401
2024 Q1	$190K	Hold	24,000	–	–	0.01%	449
2023 Q4	$236K	Hold	24,000	–	–	0.02%	389
2023 Q3	$168K	Hold	24,000	–	–	0.02%	406
2023 Q2	$190K	Hold	24,000	–	–	0.02%	428
2023 Q1	$184K	Hold	24,000	–	–	0.02%	450
2022 Q4	$171K	Hold	24,000	–	–	0.02%	434
2022 Q3	$168K	Hold	24,000	–	–	0.02%	429
2022 Q2	$154K	Hold	24,000	–	–	0.01%	455
2022 Q1	$204K	Hold	24,000	–	–	0.01%	476
2021 Q4	$139K	Hold	24,000	–	–	0.01%	513
2021 Q3	$188K	Hold	24,000	–	–	0.01%	504
2021 Q2	$213K	Hold	24,000	–	–	0.02%	456
2021 Q1	$169K	Hold	24,000	–	–	0.01%	457
2020 Q4	$118K	Hold	24,000	–	–	0.01%	457
2020 Q3	$60K	Sell	24,000 -1,600	-6%	-$4.68K	0.01%	440
2020 Q2	$68K	Hold	25,600	–	–	0.01%	435
2020 Q1	$48K	Hold	25,600	–	–	0.01%	398
2019 Q4	$186K	Hold	25,600	–	–	0.02%	423
2019 Q3	$164K	Hold	25,600	–	–	0.02%	417
2019 Q2	$173K	Hold	25,600	–	–	0.02%	435
2019 Q1	$177K	Hold	25,600	–	–	0.02%	446
2018 Q4	$120K	Hold	25,600	–	–	0.02%	430
2018 Q3	$170K	Sell	25,600 -200	-0.8%	-$1.18K	0.02%	469
2018 Q2	$141K	Buy	25,800 +200	+0.8%	+$962	0.01%	498
2018 Q1	$119K	Hold	25,600	–	–	0.01%	510
2017 Q4	$90K	Hold	25,600	–	–	0.01%	504
2017 Q3	$56K	Hold	25,600	–	–	0.01%	550
2017 Q2	$61K	Buy	+25,600	New	+$58.3K	0.01%	584

Other funds holding MFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Sheaff Brock Investment Advisors's MFIN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Medallion Financial (MFIN) position steady in Q1 2025 at 16,000 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #424.

Sheaff Brock Investment Advisors first reported a position in MFIN in Q2 2017 and has held it in 32 quarters since. The position peaked at $236K in Q4 2023. 84 funds tracked by Wall St. Rank hold MFIN as of Q1 2025.

Sheaff Brock Investment Advisors held 16,000 shares of Medallion Financial worth $139K as of Q1 2025.
Sheaff Brock Investment Advisors left its Medallion Financial share count unchanged in Q1 2025.
Medallion Financial made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #424 holding.
Sheaff Brock Investment Advisors first reported a position in Medallion Financial in Q2 2017 and has held it in 32 quarters since.
Sheaff Brock Investment Advisors's Medallion Financial position peaked at $236K in Q4 2023.
84 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.