TWD
MFIN icon

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
Q2 		$31 Buy
+3
New +$28 ﹤0.01% 2621

Other funds holding MFIN

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's MFIN Position: Q2 2026 in Review

True Wealth Design opened a new position in Medallion Financial (MFIN) in Q2 2026: 3 shares worth $31. The stake represents ﹤0.01% of the portfolio and ranks #2621 among its holdings.

5 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • True Wealth Design held 3 shares of Medallion Financial worth $31 as of Q2 2026.
  • Medallion Financial was a new True Wealth Design position in Q2 2026.
  • Medallion Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2621 holding.
  • 5 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.