Superior Planning, LLC’s Merchants Bancorp MBIN Stock Holding History

Superior Planning, LLC’s Portfolio MBIN Stock Details MBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$147	Buy	+3	New	+$156	﹤0.01%	2058

Other funds holding MBIN

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return

Superior Planning, LLC's MBIN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Merchants Bancorp (MBIN) in Q3 2026: 3 shares worth $147. The stake represents ﹤0.01% of the portfolio and ranks #2058 among its holdings.

126 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

Superior Planning, LLC held 3 shares of Merchants Bancorp worth $147 as of Q3 2026.
Merchants Bancorp was a new Superior Planning, LLC position in Q3 2026.
Merchants Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2058 holding.
126 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.