AssetMark Inc
MBIN icon

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
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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Geode Capital Management
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BCM
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American Century Companies
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Invesco
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State Street
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AssetMark Inc's MBIN Position: Q1 2025 in Review

AssetMark Inc sold out of Merchants Bancorp (MBIN) in Q1 2025, closing a stake of 40 shares — an estimated $1.46K sold.

AssetMark Inc first reported a position in MBIN in Q1 2024 and held it in 4 quarters. The position peaked at $1.8K in Q3 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q1 2025.

  • AssetMark Inc reported no remaining Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 40 Merchants Bancorp shares in Q1 2025, an estimated $1.46K.
  • AssetMark Inc first reported a position in Merchants Bancorp in Q1 2024 and held it in 4 quarters.
  • AssetMark Inc's Merchants Bancorp position peaked at $1.8K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.