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Soltis Investment Advisors’s Medallion Financial MFIN Stock Holding History

Soltis 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
2026
Q1 		$443K Buy
51,767
+5
+0% +$49 0.03% 363
2025
Q4 		$533K Buy
51,762
+2
+0% +$20 0.04% 313
2025
Q3 		$523K Buy
51,760
+4,466
+9% +$45.5K 0.04% 290
2025
Q2 		$451K Hold
47,294
– – 0.04% 264
2025
Q1 		$412K Sell
47,294
-6,000
-11% -$53K 0.04% 261
2024
Q4 		$500K Sell
53,294
-5,000
-9% -$46.5K 0.05% 240
2024
Q3 		$475K Buy
58,294
+4,002
+7% +$31.8K 0.05% 227
2024
Q2 		$417K Buy
54,292
+5,416
+11% +$42.9K 0.04% 226
2024
Q1 		$387K Hold
48,876
– – 0.04% 226
2023
Q4 		$481K Hold
48,876
– – 0.05% 190
2023
Q3 		$343K Hold
48,876
– – 0.04% 206
2023
Q2 		$387K Sell
48,876
-25,000
-34% -$171K 0.04% 191
2023
Q1 		$567K Hold
73,876
– – 0.07% 163
2022
Q4 		$527K Hold
73,876
– – 0.07% 166
2022
Q3 		$519K Sell
73,876
-6,411
-8% -$45.8K 0.08% 157
2022
Q2 		$514K Hold
80,287
– – 0.07% 159
2022
Q1 		$682K Hold
80,287
– – 0.09% 149
2021
Q4 		$466K Hold
80,287
– – 0.07% 176
2021
Q3 		$629K Hold
80,287
– – 0.1% 146
2021
Q2 		$711K Hold
80,287
– – 0.11% 142
2021
Q1 		$566K Hold
80,287
– – 0.1% 140
2020
Q4 		$393K Hold
80,287
– – 0.07% 166
2020
Q3 		$201K Hold
80,287
– – 0.05% 193
2020
Q2 		$213K Hold
80,287
– – 0.06% 171
2020
Q1 		$149K Hold
80,287
– – 0.05% 152
2019
Q4 		$584K Buy
+80,287
New +$526K 0.11% 76

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

Soltis Investment Advisors's MFIN Position: Q1 2026 in Review

Soltis Investment Advisors increased its Medallion Financial (MFIN) stake by 0.01% in Q1 2026, buying an estimated $49 and bringing the position to 51,767 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #363.

Soltis Investment Advisors first reported a position in MFIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $711K in Q2 2021. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Soltis Investment Advisors held 51,767 shares of Medallion Financial worth $443K as of Q1 2026.
  • Soltis Investment Advisors bought 5 Medallion Financial shares in Q1 2026, an estimated $49.
  • Medallion Financial made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #363 holding.
  • Soltis Investment Advisors first reported a position in Medallion Financial in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Medallion Financial position peaked at $711K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.