AssetMark Inc
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AssetMark Inc’s Merchants Bancorp MBIN Stock Holding History

AssetMark Inc’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 		$392 Buy
+8
New +$415 ﹤0.01% 3471
2025
Q1 		– Sell
-40
Closed -$1.46K – 2705
2024
Q4 		$1.46K Hold
40
– – ﹤0.01% 2171
2024
Q3 		$1.8K Hold
40
– – ﹤0.01% 1900
2024
Q2 		$1.62K Hold
40
– – ﹤0.01% 1777
2024
Q1 		$1.73K Buy
+40
New +$1.67K ﹤0.01% 1603

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Banc Funds Company
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Bank of New York Mellon
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Valeo Financial Advisors
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Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Wasatch Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc's MBIN Position: Q3 2026 in Review

AssetMark Inc opened a new position in Merchants Bancorp (MBIN) in Q3 2026: 8 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #3471 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in MBIN as recently as Q4 2024.

AssetMark Inc first reported a position in MBIN in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.8K in Q3 2024. 109 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • AssetMark Inc held 8 shares of Merchants Bancorp worth $392 as of Q3 2026.
  • Merchants Bancorp was a new AssetMark Inc position in Q3 2026.
  • Merchants Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3471 holding.
  • AssetMark Inc first reported a position in Merchants Bancorp in Q1 2024 and has held it in 5 quarters since.
  • AssetMark Inc's Merchants Bancorp position peaked at $1.8K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.