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 Q1	$209K	Sell	4,867 -2,355	-33%	-$96K	﹤0.01%	1793
2025 Q4	$246K	Buy	7,222 +160	+2%	+$5.25K	﹤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%	-$9.92K	﹤0.01%	2543
2020 Q3	$14K	Buy	+1,050	New	+$13.3K	﹤0.01%	2246

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

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

DPCM

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisory Services Network's MBIN Position: Q1 2026 in Review

Advisory Services Network reduced its Merchants Bancorp (MBIN) stake by 33% in Q1 2026, selling an estimated $96K and leaving 4,867 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Advisory Services Network first reported a position in MBIN in Q3 2020 and has held it in 12 quarters since. The position peaked at $246K in Q4 2025. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

Advisory Services Network held 4,867 shares of Merchants Bancorp worth $209K as of Q1 2026.
Advisory Services Network sold 2,355 Merchants Bancorp shares in Q1 2026, an estimated $96K.
Merchants Bancorp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1793 holding.
Advisory Services Network first reported a position in Merchants Bancorp in Q3 2020 and has held it in 12 quarters since.
Advisory Services Network's Merchants Bancorp position peaked at $246K in Q4 2025.
178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.