Advisory Research’s Merchants Bancorp MBIN Stock Holding History

Advisory Research’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
2024 Q1	–	Sell	-10,228	Closed	-$436K	–	256
2023 Q4	$436K	Buy	+10,228	New	+$336K	0.07%	257

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Advisory Research's MBIN Position: Q1 2024 in Review

Advisory Research sold out of Merchants Bancorp (MBIN) in Q1 2024, closing a stake of 10,228 shares — an estimated $436K sold.

Advisory Research first reported a position in MBIN in Q4 2023 and held it in 1 quarter. The position peaked at $436K in Q4 2023. 173 funds tracked by Wall St. Rank hold MBIN as of Q1 2024.

Advisory Research reported no remaining Merchants Bancorp position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 10,228 Merchants Bancorp shares in Q1 2024, an estimated $436K.
Advisory Research first reported a position in Merchants Bancorp in Q4 2023 and held it in 1 quarter.
Advisory Research's Merchants Bancorp position peaked at $436K in Q4 2023.
173 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.