Simplex Trading
MFIN icon

Simplex Trading’s Medallion Financial MFIN Stock Holding History

Simplex Trading’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 		– Sell
-1,300
Closed -$13.4K – 9726
2025
Q4 		$13.4K Sell
1,300
-5,000
-79% -$50.1K ﹤0.01% 6793
2025
Q3 		$63K Sell
6,300
-17,800
-74% -$181K ﹤0.01% 6226
2025
Q2 		$229K Buy
24,100
+17,200
+249% +$156K ﹤0.01% 4371
2025
Q1 		$60K Sell
6,900
-12,100
-64% -$107K ﹤0.01% 5592
2024
Q4 		$178K Buy
19,000
+5,700
+43% +$53.1K ﹤0.01% 4634
2024
Q3 		$108K Buy
13,300
+300
+2% +$2.38K ﹤0.01% 5147
2024
Q2 		$99K Sell
13,000
-12,900
-50% -$102K ﹤0.01% 5389
2024
Q1 		$204K Sell
25,900
-2,400
-8% -$21.6K ﹤0.01% 4833
2023
Q4 		$278K Buy
28,300
+26,600
+1,565% +$221K ﹤0.01% 4310
2023
Q3 		$11K Sell
1,700
-6,500
-79% -$53.7K ﹤0.01% 7114
2023
Q2 		$64K Buy
8,200
+4,900
+148% +$33.6K ﹤0.01% 5575
2023
Q1 		$25K Sell
3,300
-1,800
-35% -$14.5K ﹤0.01% 6676
2022
Q4 		$36K Buy
5,100
+4,100
+410% +$28.7K ﹤0.01% 6254
2022
Q3 		$7K Sell
1,000
-200
-17% -$1.43K ﹤0.01% 8543
2022
Q2 		$7K Sell
1,200
-2,400
-67% -$18.3K ﹤0.01% 8600
2022
Q1 		$30K Sell
3,600
-17,000
-83% -$131K ﹤0.01% 7770
2021
Q4 		$119K Buy
20,600
+18,600
+930% +$154K ﹤0.01% 5972
2021
Q3 		$17K Hold
2,000
– – ﹤0.01% 8566
2021
Q2 		$17K Buy
2,000
+1,668
+502% +$14.4K ﹤0.01% 8718
2021
Q1 		$234K Buy
332
+186
+127% +$1.21K ﹤0.01% 4517
2020
Q4 		$71K Buy
+146
New +$576 ﹤0.01% 5790
2020
Q3 		– Sell
-6
Closed -$1K – 8186
2020
Q2 		$1K Sell
6
-12
-67% -$29 ﹤0.01% 7383
2020
Q1 		$3K Sell
18
-61
-77% -$339 ﹤0.01% 7074
2019
Q4 		$57K Buy
79
+50
+172% +$327 ﹤0.01% 5073
2019
Q3 		$18K Buy
29
+6
+26% +$32 ﹤0.01% 5891
2019
Q2 		$15K Sell
23
-81
-78% -$556 ﹤0.01% 5844
2019
Q1 		$71K Sell
104
-88
-46% -$515 ﹤0.01% 4693
2018
Q4 		$90K Sell
192
-56
-23% -$343 ﹤0.01% 3946
2018
Q3 		$164K Buy
248
+90
+57% +$531 ﹤0.01% 3878
2018
Q2 		$86K Buy
+158
New +$760 ﹤0.01% 4461
2017
Q3 		– Sell
-117
Closed -$4K – 6321
2017
Q2 		$4K Buy
+117
New +$266 ﹤0.01% 4785
2017
Q1 		– Sell
-166
Closed -$2K – 6522
2016
Q4 		$2K Buy
166
+146
+730% +$531 ﹤0.01% 5073
2016
Q3 		$3K Buy
+20
New +$116 ﹤0.01% 4706
2016
Q2 		– Sell
-7
Closed -$2K – 6192
2016
Q1 		$2K Sell
7
-2
-22% -$15 ﹤0.01% 4746
2015
Q4 		$1K Sell
9
-22
-71% -$172 ﹤0.01% 4918
2015
Q3 		$2K Buy
+31
New +$246 ﹤0.01% 4659
2015
Q2 		– Sell
-35
Closed -$1K – 5578
2015
Q1 		$1K Sell
35
-4
-10% -$40 ﹤0.01% 4517
2014
Q4 		$2K Buy
+39
New +$425 ﹤0.01% 3772

Other funds holding MFIN

BlackRock
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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

Simplex Trading's MFIN Position: Q1 2026 in Review

Simplex Trading sold out of Medallion Financial (MFIN) in Q1 2026, closing a stake of 1,762 shares — an estimated $18.1K sold.

Simplex Trading first reported a position in MFIN in Q2 2015 and held it in 22 quarters. The position peaked at $138K in Q1 2022. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Simplex Trading reported no remaining Medallion Financial position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,762 Medallion Financial shares in Q1 2026, an estimated $18.1K.
  • Simplex Trading first reported a position in Medallion Financial in Q2 2015 and held it in 22 quarters.
  • Simplex Trading's Medallion Financial position peaked at $138K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.