SBI Securities Co., Ltd. MFIN — Medallion Financial Corp

Ownership history in SBI Securities Co., Ltd.  ·  7 quarters on record

AI Ownership Summary

SBI Securities Co., Ltd. reported Medallion Financial Corp (MFIN) in 7 quarterly 13F filings from 2024 Q4 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.

What this MFIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SBI Securities Co., Ltd.'s position in Medallion Financial 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 2026 Q2

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

Time in book
Holding Window
2024 Q4 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 SBI Securities Co., Ltd. fund profile SBI Securities Co., Ltd. full holdings
How SBI Securities Co., Ltd. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 605 +601 +15025.0% 0.00% $6K 2026-07-23 $9.56
2026 Q1 ADDED — — — 4 +1 +33.3% 0.00% $34 2026-04-28 $9.27
2025 Q4 UNCHANGED — — — 3 — 0% 0.00% $31 2026-02-03 $10.08
2025 Q3 REDUCED 66.7% +5.6% ❌ 3 -6 -66.7% 0.00% $30 2025-11-05 $9.72
2025 Q2 ADDED — — — 9 +3 +50.0% 0.00% $86 2025-08-08 $9.76
2025 Q1 UNCHANGED — — — 6 — 0% 0.00% $52 2025-05-02 $8.52
2024 Q4 INITIATED — — — 6 — — 0.00% $56 2025-02-06 $8.31

🏢 Other funds also holding MFIN

As of 2026 Q2 — sorted by position size

Investors Research Corp 3Y 7Y 0.0% FINANCIAL CONSULATE, INC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% IFP Advisors, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Key FInancial Inc 3Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% True Wealth Design, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% SJS Investment Consulting Inc. 3Y 0.0%

FAQ About SBI Securities Co., Ltd. and MFIN

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

How long has SBI Securities Co., Ltd. reported owning MFIN?

SBI Securities Co., Ltd. reported MFIN across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MFIN position in SBI Securities Co., Ltd.'s portfolio?

The largest reported portfolio weight for MFIN was 0.00% in 2026 Q2.

What is the latest reported MFIN position on this page?

The most recent filing on this page is 2026 Q2, when SBI Securities Co., Ltd. reported 605 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this MFIN ownership page compare?

The chart compares SBI Securities Co., Ltd.'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 SBI Securities Co., Ltd. time their MFIN position?

Based on 13F filing dates vs. subsequent MFIN price moves, SBI Securities Co., Ltd. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MFIN relative to SPY over the holding period was -4.9%.

← Back to SBI Securities Co., Ltd. Holdings