Janney Montgomery Scott LLC MFIN — MEDALLION FINL CORP

Ownership history in Janney Montgomery Scott LLC  ·  19 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported MEDALLION FINL CORP (MFIN) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows MFIN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MFIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in MEDALLION FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MFIN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MFIN stock page Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott LLC held MFIN — position size vs. price
% of Fund (quarterly)    MFIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 80,943 +4,782 +6.3% 0.00% $826 2026-08-05 $10.79
2025 Q4 ADDED — — — 76,161 +421 +0.6% 0.00% $784K 2026-02-11 $10.04
2025 Q3 ADDED — — — 75,740 +6,624 +9.6% 0.00% $765K 2025-11-14 (Est.) $9.57
2025 Q2 ADDED — — — 69,116 +3,053 +4.6% 0.00% $659K 2025-07-17 $8.95
2025 Q1 REDUCED — — — 66,063 -245 -0.4% 0.00% $575K 2025-04-17 $8.17
2024 Q4 REDUCED — — — 66,308 -284 -0.4% 0.00% $623K 2025-01-17 $8.63
2024 Q3 ADDED — — — 66,592 +1,677 +2.6% 0.00% $542K 2024-10-29 $8.63
2024 Q2 ADDED — — — 64,915 +1,803 +2.9% 0.00% $499K 2024-07-25 $7.31
2024 Q1 REDUCED 23.9% +2.8% ❌ 63,112 -19,845 -23.9% 0.00% $499K 2024-05-01 $6.92
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MFIN

As of 2026 Q2 — sorted by position size

Daytona Street Capital LLC 0.48% RAFFA WEALTH MANAGEMENT, LLC 0.05% Soltis Investment Advisors LLC 3Y 0.03% D'Orazio & Associates, Inc. 3Y 7Y 0.01% Investors Research Corp 3Y 7Y 0.0% STEPHENS INC /AR/ 3Y 7Y 0.0% FINANCIAL CONSULATE, INC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% SBI Securities Co., Ltd. 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Janney Montgomery Scott LLC and MFIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning MFIN?

Janney Montgomery Scott LLC reported MFIN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MFIN position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for MFIN was 0.00% in 2025 Q3.

What is the latest reported MFIN position on this page?

The most recent filing on this page is 2026 Q2, when Janney Montgomery Scott LLC reported 80,943 shares, equal to 0.00% of portfolio, with an estimated market value of $826.

What does the chart on this MFIN ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly MFIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Janney Montgomery Scott LLC time their MFIN position?

Based on 13F filing dates vs. subsequent MFIN price moves, Janney Montgomery Scott LLC correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on MFIN relative to SPY over the holding period was -2.9%.

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