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
2015
Q1 		– Sell
-400
Closed -$4K – 9120
2014
Q4 		$4K Buy
+400
New +$4.36K ﹤0.01% 9114

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 Group's MFIN Position: Q2 2026 in Review

UBS Group reduced its Medallion Financial (MFIN) stake by 18% in Q2 2026, selling an estimated $15.1K and leaving 7,202 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7356.

UBS Group first reported a position in MFIN in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.37M in Q1 2015. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • UBS Group held 7,202 shares of Medallion Financial worth $73.5K as of Q2 2026.
  • UBS Group sold 1,600 Medallion Financial shares in Q2 2026, an estimated $15.1K.
  • Medallion Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7356 holding.
  • UBS Group first reported a position in Medallion Financial in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Medallion Financial position peaked at $5.37M in Q1 2015.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

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