LSV ASSET MANAGEMENT MFIN MEDALLION FINANCIAL CORP COM

Ownership history in LSV ASSET MANAGEMENT  ·  75 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported MEDALLION FINANCIAL CORP COM (MFIN) in 75 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 LSV ASSET MANAGEMENT's position in MEDALLION FINANCIAL CORP COM, 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 2024 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.

How LSV ASSET MANAGEMENT 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 66,800 +11,200 +20.1% 0.00% $682 2026-08-06 $10.84
2026 Q1 UNCHANGED 55,600 0% 0.00% $476 2026-05-11 $9.38
2025 Q4 UNCHANGED 55,600 0% 0.00% $572K 2026-02-06 $10.05
2025 Q3 REDUCED 5.9% +5.6% 55,600 -3,500 -5.9% 0.00% $562K 2025-11-06 $9.50
2025 Q2 UNCHANGED 59,100 0% 0.00% $563K 2025-08-11 $9.55
2025 Q1 UNCHANGED 59,100 0% 0.00% $515K 2025-05-09 $8.59
2024 Q4 REDUCED 27.4% -6.1% 59,100 -22,300 -27.4% 0.00% $555K 2025-02-13 $7.84
2024 Q3 UNCHANGED 81,400 0% 0.00% $663K 2024-11-12 $8.80
2024 Q2 UNCHANGED 81,400 0% 0.00% $625K 2024-08-06 $6.97
2024 Q1 UNCHANGED 81,400 0% 0.00% $644K 2024-05-06 $7.25
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LSV ASSET MANAGEMENT and MFIN

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

How long has LSV ASSET MANAGEMENT reported owning MFIN?

LSV ASSET MANAGEMENT reported MFIN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MFIN position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for MFIN was 0.00% in 2024 Q3.

What is the latest reported MFIN position on this page?

The most recent filing on this page is 2026 Q2, when LSV ASSET MANAGEMENT reported 66,800 shares, equal to 0.00% of portfolio, with an estimated market value of $682.

What does the chart on this MFIN ownership page compare?

The chart compares LSV ASSET MANAGEMENT'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 LSV ASSET MANAGEMENT time their MFIN position?

Based on 13F filing dates vs. subsequent MFIN price moves, LSV ASSET MANAGEMENT correctly timed 25 out of 53 reported position changes (47%). The annualised alpha on MFIN relative to SPY over the holding period was -5.0%.

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