Smartleaf Asset Management’s Medallion Financial MFIN Stock Holding History

Smartleaf Asset Management’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	$16.9K	Hold	2,000	–	–	﹤0.01%	2046
2025 Q4	$20.7K	Hold	2,000	–	–	﹤0.01%	2013
2025 Q3	$20.1K	Hold	2,000	–	–	﹤0.01%	1812
2025 Q2	$19.4K	Hold	2,000	–	–	﹤0.01%	1568
2025 Q1	$18.1K	Hold	2,000	–	–	﹤0.01%	1657
2024 Q4	$18.7K	Hold	2,000	–	–	﹤0.01%	1680
2024 Q3	$16.2K	Hold	2,000	–	–	﹤0.01%	1475
2024 Q2	$14.1K	Hold	2,000	–	–	﹤0.01%	1211
2024 Q1	$15.7K	Hold	2,000	–	–	﹤0.01%	902
2023 Q4	$19.9K	Buy	+2,000	New	+$16.6K	0.01%	665

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

Smartleaf Asset Management's MFIN Position: Q1 2026 in Review

Smartleaf Asset Management held its Medallion Financial (MFIN) position steady in Q1 2026 at 2,000 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Smartleaf Asset Management first reported a position in MFIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.7K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

Smartleaf Asset Management held 2,000 shares of Medallion Financial worth $16.9K as of Q1 2026.
Smartleaf Asset Management left its Medallion Financial share count unchanged in Q1 2026.
Medallion Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2046 holding.
Smartleaf Asset Management first reported a position in Medallion Financial in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Medallion Financial position peaked at $20.7K in Q4 2025.
95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.