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Medallion Financial shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Medallion Financial

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

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Quarterly reported holdings in Medallion Financial by Rise Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $635 63 10.10
2025-06-30 $599 63 9.52

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise 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
American Century Companies
O'shaughnessy Asset Management
Stifel Financial
GAMCO Asset Management
Bridgeway Capital Management
Northern Trust
De Lisle Partners
Bank of New York Mellon

View all funds holding Medallion Financial