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Uniplan Investment Counsel’s Medallion Financial MFIN Stock Holding History

Uniplan Investment Counsel’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 		$3.3M Buy
385,581
+29,597
+8% +$291K 0.34% 79
2025
Q4 		$3.66M Buy
355,984
+103,182
+41% +$1.03M 0.37% 77
2025
Q3 		$2.55M Buy
252,802
+31,516
+14% +$321K 0.25% 96
2025
Q2 		$2.11M Buy
221,286
+165,888
+299% +$1.5M 0.21% 104
2025
Q1 		$483K Buy
+55,398
New +$489K 0.05% 134

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Uniplan Investment Counsel's MFIN Position: Q1 2026 in Review

Uniplan Investment Counsel increased its Medallion Financial (MFIN) stake by 8.3% in Q1 2026, buying an estimated $291K and bringing the position to 385,581 shares worth $3.3M. The position accounts for 0.34% of the portfolio, ranked #79.

Uniplan Investment Counsel first reported a position in MFIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.66M in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Uniplan Investment Counsel held 385,581 shares of Medallion Financial worth $3.3M as of Q1 2026.
  • Uniplan Investment Counsel bought 29,597 Medallion Financial shares in Q1 2026, an estimated $291K.
  • Medallion Financial made up 0.34% of Uniplan Investment Counsel's portfolio in Q1 2026, its #79 holding.
  • Uniplan Investment Counsel first reported a position in Medallion Financial in Q1 2025 and has held it in 5 quarters since.
  • Uniplan Investment Counsel's Medallion Financial position peaked at $3.66M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Uniplan Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.