Advisory Services Network’s Merchants Bancorp MBIN Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-4,867	Closed	-$209K	–	3627
2026 Q1	$209K	Sell	4,867 -2,355	-33%	-$96K	﹤0.01%	1793
2025 Q4	$246K	Buy	7,222 +160	+2%	+$5.26K	﹤0.01%	1595
2025 Q3	$225K	Hold	7,062	–	–	﹤0.01%	1630
2025 Q2	$207K	Buy	7,062 +1,309	+23%	+$42.4K	﹤0.01%	1634
2025 Q1	$213K	Sell	5,753 -860	-13%	-$33.9K	﹤0.01%	1490
2024 Q4	$241K	Buy	+6,613	New	+$267K	﹤0.01%	1403
2024 Q1	–	Sell	-3,643	Closed	-$155K	–	2748
2023 Q4	$155K	Buy	+3,643	New	+$120K	﹤0.01%	1413
2023 Q2	–	Sell	-4,847	Closed	-$126K	–	2724
2023 Q1	$126K	Buy	4,847 +425	+10%	+$11.8K	﹤0.01%	1526
2022 Q4	$108K	Buy	+4,422	New	+$108K	﹤0.01%	1571
2021 Q3	–	Sell	-2,976	Closed	-$78K	–	2476
2021 Q2	$78K	Buy	+2,976	New	+$82.5K	﹤0.01%	1755
2021 Q1	–	Sell	-450	Closed	-$8K	–	2285
2020 Q4	$8K	Sell	450 -600	-57%	-$9.9K	﹤0.01%	2543
2020 Q3	$14K	Buy	+1,050	New	+$13.3K	﹤0.01%	2246

Other funds holding MBIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Advisory Services Network's MBIN Position: Q2 2026 in Review

Advisory Services Network sold out of Merchants Bancorp (MBIN) in Q2 2026, closing a stake of 4,867 shares — an estimated $209K sold.

Advisory Services Network first reported a position in MBIN in Q3 2020 and held it in 12 quarters. The position peaked at $246K in Q4 2025. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Advisory Services Network reported no remaining Merchants Bancorp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 4,867 Merchants Bancorp shares in Q2 2026, an estimated $209K.
Advisory Services Network first reported a position in Merchants Bancorp in Q3 2020 and held it in 12 quarters.
Advisory Services Network's Merchants Bancorp position peaked at $246K in Q4 2025.
188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.