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Wealthspire Advisors (New York)’s Medallion Financial MFIN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1
Closed -$11 – 2138
2025
Q3 		$11 Buy
+1
New +$10 ﹤0.01% 3043
2019
Q1 		– Sell
-1
Closed – – 502
2018
Q4 		$0 Buy
+1
New +$6 ﹤0.01% 904

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TCM
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Geode Capital Management
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UIC
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s MFIN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Medallion Financial (MFIN) in Q4 2025, closing a stake of 1 share — an estimated $11 sold.

Wealthspire Advisors (New York) first reported a position in MFIN in Q4 2018 and held it in 2 quarters. The position peaked at $11 in Q3 2025. 98 funds tracked by Wall St. Rank hold MFIN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Medallion Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 Medallion Financial share in Q4 2025, an estimated $11.
  • Wealthspire Advisors (New York) first reported a position in Medallion Financial in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Medallion Financial position peaked at $11 in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.