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Advisor Resource Council’s Merchants Bancorp MBIN Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-23,876
Closed -$830K – 415
2025
Q1 		$830K Buy
+23,876
New +$942K 0.07% 280
2024
Q1 		– Sell
-25,271
Closed -$1.08M – 389
2023
Q4 		$1.08M Buy
+25,271
New +$831K 0.13% 163

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Advisor Resource Council's MBIN Position: Q2 2025 in Review

Advisor Resource Council sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 23,876 shares — an estimated $830K sold.

Advisor Resource Council first reported a position in MBIN in Q4 2023 and held it in 2 quarters. The position peaked at $1.08M in Q4 2023. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Advisor Resource Council reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 23,876 Merchants Bancorp shares in Q2 2025, an estimated $830K.
  • Advisor Resource Council first reported a position in Merchants Bancorp in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Merchants Bancorp position peaked at $1.08M in Q4 2023.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.