Soltis Investment Advisors LLC
Position in MFIN — Medallion Financial Corp
CIK 1802530
ST. GEORGE, UT
Position in MFIN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$467,281
+$24,156 QoQ
Shares Held
45,767
-11.6% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#35
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $13,122,009 across 7 Credit Services names. MFIN ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,297 | $6,620,607 | |
| 2 | MA |
Mastercard Inc
|
3,408 | $1,750,348 | |
| 3 | COF |
Capital One Financial Corp
|
7,632 | $1,531,131 | |
| 4 | AXP |
American Express Co
|
4,008 | $1,355,706 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
53,492 | $959,111 | |
| 6 | MFIN |
Medallion Financial Corp
This page
|
45,767 | $467,281 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
7,181 | $437,825 |
All Filings in MFIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,281 | 45,767 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $443,125 | 51,767 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $532,630 | 51,762 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $522,776 | 51,760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $450,711 | 47,294 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $411,930 | 47,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $500,430 | 53,294 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $474,513 | 58,294 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $416,962 | 54,292 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $386,609 | 48,876 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $481,428 | 48,876 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $343,109 | 48,876 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $386,609 | 48,876 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $566,628 | 73,876 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $527,474 | 73,876 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $518,609 | 73,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $513,836 | 80,287 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $682,439 | 80,287 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $465,664 | 80,287 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $629,450 | 80,287 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $711,342 | 80,287 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $566,023 | 80,287 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $393,406 | 80,287 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $200,717 | 80,287 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $212,760 | 80,287 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $149,333 | 80,287 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||