UBS Group
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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

Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Uniplan Investment Counsel
Uniplan Investment Counsel Milwaukee, Wisconsin $1.02B AUM 20.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group's MFIN Position: Q3 2026 in Review

UBS Group increased its Medallion Financial (MFIN) stake by 42% in Q3 2026, buying an estimated $33.3K and bringing the position to 10,210 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #7047.

UBS Group first reported a position in MFIN in Q4 2014 and has held it in 48 quarters since. The position peaked at $5.37M in Q1 2015. 71 funds tracked by Wall St. Rank hold MFIN as of Q3 2026.

  • UBS Group held 10,210 shares of Medallion Financial worth $121K as of Q3 2026.
  • UBS Group bought 3,008 Medallion Financial shares in Q3 2026, an estimated $33.3K.
  • Medallion Financial made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7047 holding.
  • UBS Group first reported a position in Medallion Financial in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Medallion Financial position peaked at $5.37M in Q1 2015.
  • 71 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.