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

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.