EverSource Wealth Advisors, LLC
Position in MFIN — Medallion Financial Corp
CIK 1710537
BIRMINGHAM, AL
Position in MFIN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$25
+$5 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $15,330,963 across 41 Credit Services names. MFIN ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,388 | $5,859,818 | |
| 2 | MA |
Mastercard Inc
|
7,231 | $3,613,033 | |
| 3 | AXP |
American Express Co
|
6,639 | $2,008,156 | |
| 4 | COF |
Capital One Financial Corp
|
7,075 | $1,290,684 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
13,036 | $589,612 | |
| 6 | SYF |
Synchrony Financial
|
6,588 | $448,110 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,137 | $401,756 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
3,576 | $191,273 |
All Filings in MFIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25 | 3 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $20 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $636 | 63 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $590 | 62 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||