Medallion Financial Corp.
US ˙ NasdaqGS ˙ US5839281061

SecurityMFIN / Medallion Financial Corp.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership96,761 shares
Latest Disclosed Value $ 828,278
Ritholtz Wealth Management reports 4.39% increase in ownership of MFIN / Medallion Financial Corp.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 96,761 shares of Medallion Financial Corp. (US:MFIN) valued at $828,274 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 92,695 shares of Medallion Financial Corp.. This represents a change in shares of 4.39% during the quarter. The current value of the position is $925,035 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F MEDALLION FINANCIAL COM 583928106 96,761 4,066 4.39 828 -13.12 0.0144
2026-01-23 2025-12-31 13F MEDALLION FINL COM 583928106 92,695 8,851 10.56 954 12.65 0.0174
2025-10-28 2025-09-30 13F MEDALLION FINL COM 583928106 83,844 7,978 10.52 847 17.01 0.0165
2025-07-28 2025-06-30 13F MEDALLION FINL COM 583928106 75,866 13,500 21.65 723 33.15 0.0160
2025-04-17 2025-03-31 13F MEDALLION FINL COM 583928106 62,366 4,782 8.30 543 0.56 0.0162
2025-01-15 2024-12-31 13F MEDALLION FINL COM 583928106 57,584 20,747 56.32 541 80.60 0.0159
2024-10-10 2024-09-30 13F MEDALLION FINL COM 583928106 36,837 -4,827 -11.59 300 -6.27 0.0090
2024-08-01 2024-06-30 13F MEDALLION FINL COM 583928106 41,664 4,862 13.21 320 9.62 0.0106
2024-04-24 2024-03-31 13F MEDALLION FINL COM 583928106 36,802 -861 -2.29 291 -21.35 0.0100
2024-01-18 2023-12-31 13F MEDALLION FINL COM 583928106 37,663 4,144 12.36 371 57.45 0.0144
2023-10-13 2023-09-30 13F MEDALLION FINL COM 583928106 33,519 13,155 64.60 235 45.96 0.0106
2023-07-17 2023-06-30 13F MEDALLION FINL COM 583928106 20,364 -18,025 -46.95 161 -45.24 0.0072
2023-04-20 2023-03-31 13F MEDALLION FINL COM 583928106 38,389 5,873 18.06 294 26.72 0.0147
2023-01-19 2022-12-31 13F MEDALLION FINL COM 583928106 32,516 1,509 4.87 232 6.42 0.0130
2022-10-19 2022-09-30 13F MEDALLION FINL COM 583928106 31,007 11,945 62.66 218 78.69 0.0116
2022-07-15 2022-06-30 13F MEDALLION FINL COM 583928106 19,062 19,062 122 0.0077
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.