UBS Group
MFIN icon

UBS Group’s Medallion Financial MFIN Stock Holding History

UBS Group’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 		$75.3K Sell
8,802
-7,329
-45% -$72K ﹤0.01% 7136
2025
Q4 		$166K Sell
16,131
-2,805
-15% -$28.1K ﹤0.01% 6664
2025
Q3 		$191K Sell
18,936
-2,484
-12% -$25.3K ﹤0.01% 6701
2025
Q2 		$204K Buy
21,420
+2,873
+15% +$26K ﹤0.01% 6708
2025
Q1 		$162K Sell
18,547
-31,114
-63% -$275K ﹤0.01% 6695
2024
Q4 		$466K Buy
49,661
+28,849
+139% +$269K ﹤0.01% 5901
2024
Q3 		$169K Buy
20,812
+3,430
+20% +$27.3K ﹤0.01% 6003
2024
Q2 		$133K Buy
17,382
+11,472
+194% +$90.8K ﹤0.01% 5961
2024
Q1 		$46.7K Sell
5,910
-420
-7% -$3.77K ﹤0.01% 6541
2023
Q4 		$62.4K Buy
6,330
+505
+9% +$4.2K ﹤0.01% 6427
2023
Q3 		$40.9K Buy
5,825
+58
+1% +$479 ﹤0.01% 6426
2023
Q2 		$45.6K Sell
5,767
-2,322
-29% -$15.9K ﹤0.01% 6523
2023
Q1 		$62K Buy
8,089
+6,536
+421% +$52.5K ﹤0.01% 6282
2022
Q4 		$11.1K Sell
1,553
-1,067
-41% -$7.48K ﹤0.01% 8438
2022
Q3 		$19K Buy
2,620
+2,220
+555% +$15.9K ﹤0.01% 7462
2022
Q2 		$3K Sell
400
-797
-67% -$6.08K ﹤0.01% 9342
2022
Q1 		$10K Sell
1,197
-1,773
-60% -$13.7K ﹤0.01% 8422
2021
Q4 		$17K Buy
2,970
+2,570
+643% +$21.3K ﹤0.01% 8067
2021
Q3 		$3K Sell
400
-15
-4% -$128 ﹤0.01% 8821
2021
Q2 		$4K Sell
415
-1,576
-79% -$13.6K ﹤0.01% 8678
2021
Q1 		$14K Buy
1,991
+516
+35% +$3.36K ﹤0.01% 7677
2020
Q4 		$7K Buy
1,475
+745
+102% +$2.94K ﹤0.01% 7695
2020
Q3 		$2K Buy
730
+204
+39% +$597 ﹤0.01% 7671
2020
Q2 		$1K Sell
526
-12,026
-96% -$28.9K ﹤0.01% 7779
2020
Q1 		$23K Sell
12,552
-13,476
-52% -$74.9K ﹤0.01% 6405
2019
Q4 		$190K Buy
26,028
+5,691
+28% +$37.3K ﹤0.01% 5635
2019
Q3 		$130K Buy
20,337
+14,111
+227% +$76.2K ﹤0.01% 5593
2019
Q2 		$42K Buy
6,226
+4,661
+298% +$32K ﹤0.01% 6067
2019
Q1 		$11K Sell
1,565
-1,263
-45% -$7.39K ﹤0.01% 6748
2018
Q4 		$13K Sell
2,828
-737
-21% -$4.51K ﹤0.01% 7095
2018
Q3 		$24K Buy
3,565
+1,265
+55% +$7.46K ﹤0.01% 6696
2018
Q2 		$13K Buy
2,300
+1,408
+158% +$6.77K ﹤0.01% 6988
2018
Q1 		$4K Sell
892
-1,175
-57% -$5.39K ﹤0.01% 7330
2017
Q4 		$7K Sell
2,067
-3,331
-62% -$9.09K ﹤0.01% 7230
2017
Q3 		$12K Buy
5,398
+4,567
+550% +$10.7K ﹤0.01% 6784
2017
Q2 		$2K Sell
831
-3,670
-82% -$8.36K ﹤0.01% 7383
2017
Q1 		$9K Sell
4,501
-489,329
-99% -$1.18M ﹤0.01% 6677
2016
Q4 		$1.49M Buy
493,830
+83,738
+20% +$305K ﹤0.01% 3185
2016
Q3 		$1.73M Sell
410,092
-7,681
-2% -$44.4K ﹤0.01% 2974
2016
Q2 		$3.08M Sell
417,773
-1,484
-0.4% -$11.5K ﹤0.01% 2407
2016
Q1 		$3.87M Buy
419,257
+791
+0.2% +$6.04K ﹤0.01% 2089
2015
Q4 		$2.95M Buy
418,466
+67,504
+19% +$528K ﹤0.01% 2451
2015
Q3 		$2.66M Sell
350,962
-135,867
-28% -$1.08M ﹤0.01% 2493
2015
Q2 		$4.07M Sell
486,829
-92,807
-16% -$922K ﹤0.01% 2290
2015
Q1 		$5.37M Buy
579,636
+103,958
+22% +$1.03M ﹤0.01% 2015
2014
Q4 		$4.76M Buy
+475,678
New +$5.19M ﹤0.01% 2129

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

UBS Group's MFIN Position: Q1 2026 in Review

UBS Group reduced its Medallion Financial (MFIN) stake by 45% in Q1 2026, selling an estimated $72K and leaving 8,802 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7136.

UBS Group first reported a position in MFIN in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.37M in Q1 2015. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • UBS Group held 8,802 shares of Medallion Financial worth $75.3K as of Q1 2026.
  • UBS Group sold 7,329 Medallion Financial shares in Q1 2026, an estimated $72K.
  • Medallion Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7136 holding.
  • UBS Group first reported a position in Medallion Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Medallion Financial position peaked at $5.37M in Q1 2015.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.