Allworth Financial’s Merchants Bancorp MBIN Stock Holding History

Allworth Financial’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	$8K	Hold	160	–	–	﹤0.01%	3984
2026 Q2	$8K	Buy	160 +1	+0.6%	+$47	﹤0.01%	3863
2026 Q1	$6.82K	Buy	159 +35	+28%	+$1.43K	﹤0.01%	3762
2025 Q4	$4.22K	Buy	124 +89	+254%	+$2.92K	﹤0.01%	3812
2025 Q3	$1.11K	Sell	35 -70	-67%	-$2.3K	﹤0.01%	4221
2025 Q2	$3.47K	Buy	105 +96	+1,067%	+$3.11K	﹤0.01%	3464
2025 Q1	$297	Buy	+9	New	+$355	﹤0.01%	3796
2024 Q4	–	Sell	-5	Closed	-$225	–	4009
2024 Q3	$225	Buy	+5	New	+$222	﹤0.01%	3579
2022 Q3	–	Sell	-548	Closed	-$12K	–	2919
2022 Q2	$12K	Buy	+548	New	+$13.4K	﹤0.01%	1498

Other funds holding MBIN

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

BlackRock New York $6.79T AUM 37.06% 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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Allworth Financial's MBIN Position: Q3 2026 in Review

Allworth Financial held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 160 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

Allworth Financial first reported a position in MBIN in Q2 2022 and has held it in 9 quarters since. The position peaked at $12K in Q2 2022. 160 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

Allworth Financial held 160 shares of Merchants Bancorp worth $8K as of Q3 2026.
Allworth Financial left its Merchants Bancorp share count unchanged in Q3 2026.
Merchants Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3984 holding.
Allworth Financial first reported a position in Merchants Bancorp in Q2 2022 and has held it in 9 quarters since.
Allworth Financial's Merchants Bancorp position peaked at $12K in Q2 2022.
160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.