UIC
MFIN icon

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
Q2 		$4.06M Buy
397,330
+11,749
+3% +$111K 0.38% 75
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 $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
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
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Uniplan Investment Counsel's MFIN Position: Q2 2026 in Review

Uniplan Investment Counsel increased its Medallion Financial (MFIN) stake by 3% in Q2 2026, buying an estimated $111K and bringing the position to 397,330 shares worth $4.06M. The position accounts for 0.38% of the portfolio, ranked #75.

Uniplan Investment Counsel first reported a position in MFIN in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Uniplan Investment Counsel held 397,330 shares of Medallion Financial worth $4.06M as of Q2 2026.
  • Uniplan Investment Counsel bought 11,749 Medallion Financial shares in Q2 2026, an estimated $111K.
  • Medallion Financial made up 0.38% of Uniplan Investment Counsel's portfolio in Q2 2026, its #75 holding.
  • Uniplan Investment Counsel first reported a position in Medallion Financial in Q1 2025 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.