MAI Wealth Advisors »

Medallion Financial shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Medallion Financial (MFIN) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Medallion Financial

Tip: Access up to 7 years of quarterly data

All positions including Medallion Financial held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Medallion Financial by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $61 6 10.33

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Medallion Financial

BlackRock
Vanguard Group
Tieton Capital Management
Geode Capital Management
Uniplan Investment Counsel
State Street Corporation
Connor, Clark & Lunn Investment Management
Sei Investments
American Century Companies
De Lisle Partners
O'shaughnessy Asset Management
Stifel Financial
GAMCO Asset Management
Bridgeway Capital Management
Goldman Sachs Group

View all funds holding Medallion Financial