UBS AM
MFIN icon

UBS AM’s Medallion Financial MFIN Stock Holding History

UBS AM’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 		$69K Sell
6,763
-58
-0.9% -$549 ﹤0.01% 2884
2026
Q1 		$58.4K Buy
6,821
+5,553
+438% +$54.6K ﹤0.01% 2930
2025
Q4 		$13K Buy
+1,268
New +$12.7K ﹤0.01% 2801

Other funds holding MFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS AM's MFIN Position: Q2 2026 in Review

UBS AM reduced its Medallion Financial (MFIN) stake by 0.85% in Q2 2026, selling an estimated $549 and leaving 6,763 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

UBS AM first reported a position in MFIN in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • UBS AM held 6,763 shares of Medallion Financial worth $69K as of Q2 2026.
  • UBS AM sold 58 Medallion Financial shares in Q2 2026, an estimated $549.
  • Medallion Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2884 holding.
  • UBS AM first reported a position in Medallion Financial in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.