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Atwood & Palmer’s Merchants Bancorp MBIN Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-1
Closed -$37 – 520
2025
Q1 		$37 Hold
1
– – ﹤0.01% 434
2024
Q4 		$37 Hold
1
– – ﹤0.01% 463
2024
Q3 		$45 Hold
1
– – ﹤0.01% 468
2024
Q2 		$41 Hold
1
– – ﹤0.01% 433
2024
Q1 		$44 Hold
1
– – ﹤0.01% 409
2023
Q4 		$43 Buy
+1
New +$33 ﹤0.01% 397

Other funds holding MBIN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Atwood & Palmer's MBIN Position: Q2 2025 in Review

Atwood & Palmer sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 1 share — an estimated $37 sold.

Atwood & Palmer first reported a position in MBIN in Q4 2023 and held it in 6 quarters. The position peaked at $45 in Q3 2024. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Atwood & Palmer reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Atwood & Palmer sold 1 Merchants Bancorp share in Q2 2025, an estimated $37.
  • Atwood & Palmer first reported a position in Merchants Bancorp in Q4 2023 and held it in 6 quarters.
  • Atwood & Palmer's Merchants Bancorp position peaked at $45 in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.