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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
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

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
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
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Allworth Financial's MBIN Position: Q1 2026 in Review

Allworth Financial increased its Merchants Bancorp (MBIN) stake by 28% in Q1 2026, buying an estimated $1.43K and bringing the position to 159 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

Allworth Financial first reported a position in MBIN in Q2 2022 and has held it in 7 quarters since. The position peaked at $12K in Q2 2022. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Allworth Financial held 159 shares of Merchants Bancorp worth $6.82K as of Q1 2026.
  • Allworth Financial bought 35 Merchants Bancorp shares in Q1 2026, an estimated $1.43K.
  • Merchants Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3762 holding.
  • Allworth Financial first reported a position in Merchants Bancorp in Q2 2022 and has held it in 7 quarters since.
  • Allworth Financial's Merchants Bancorp position peaked at $12K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.