True Wealth Design’s Medallion Financial MFIN Stock Holding History

True Wealth Design’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 Q3	$131	Buy	11 +8	+267%	+$89	﹤0.01%	2412
2026 Q2	$31	Buy	+3	New	+$28	﹤0.01%	2621

Other funds holding MFIN

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's MFIN Position: Q3 2026 in Review

True Wealth Design increased its Medallion Financial (MFIN) stake by 267% in Q3 2026, buying an estimated $89 and bringing the position to 11 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

True Wealth Design first reported a position in MFIN in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MFIN as of Q3 2026.

True Wealth Design held 11 shares of Medallion Financial worth $131 as of Q3 2026.
True Wealth Design bought 8 Medallion Financial shares in Q3 2026, an estimated $89.
Medallion Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2412 holding.
True Wealth Design first reported a position in Medallion Financial in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.