Filing Research | MFIN - MEDALLION FINANCIAL CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$47.5K
2	Investors Research Corp	Shares	1.8KSH	$18.4K
3	IFP Advisors, Inc	Shares	634SH	$6.5K
4	SBI Securities Co., Ltd.	Shares	605SH	$6.2K
5	FINANCIAL CONSULATE, INC	Shares	500SH	$5.1K
6	GAMMA Investing LLC	Shares	114SH	$1.2K
7	Farther Finance Advisors, LLC	Shares	25SH	$256
8	EverSource Wealth Advisors, LLC	Shares	22SH	$225
9	Key FInancial Inc	Shares	6SH	$61
10	True Wealth Design, LLC	Shares	3SH	$31
11	SJS Investment Consulting Inc.	Shares	1SH	$11

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.7K	$47.5K
2	SBI Securities Co., Ltd. added	Shares	+601	+$6.1K	$6.2K
3	Investors Research Corp unchanged	Shares	0	+$3.0K	$18.4K
4	IFP Advisors, Inc added	Shares	+3	+$1.1K	$6.5K
5	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$825	$5.1K
6	Farther Finance Advisors, LLC added	Shares	+24	+$248	$256
7	EverSource Wealth Advisors, LLC added	Shares	+19	+$199	$225
8	True Wealth Design, LLC new	Shares	+3	+$31	$31
9	SJS Investment Consulting Inc. new	Shares	+1	+$11	$11
10	Key FInancial Inc unchanged	Shares	0	+$10	$61
11	GAMMA Investing LLC trimmed	Shares	-31	-$77	$1.2K

Filing Research | MFIN - MEDALLION FINANCIAL CORP Institutional Holdings