Bank of Montreal’s Merchants Bancorp MBIN Stock Holding History

Bank of Montreal’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 Q2	$225K	Buy	+4,495	New	+$213K	﹤0.01%	2935
2024 Q1	–	Sell	-5,486	Closed	-$239K	–	4154
2023 Q4	$239K	Buy	+5,486	New	+$180K	﹤0.01%	3012
2021 Q2	–	Sell	-627	Closed	-$17K	–	4414
2021 Q1	$17K	Sell	627 -1,661	-73%	-$38.5K	﹤0.01%	4124
2020 Q4	$47K	Buy	2,288 +1,383	+153%	+$22.9K	﹤0.01%	3978
2020 Q3	$12K	Sell	905 -423	-32%	-$5.35K	﹤0.01%	4061
2020 Q2	$14K	Buy	+1,328	New	+$14K	﹤0.01%	4013
2020 Q1	–	Sell	-1,647	Closed	-$22K	–	4438
2019 Q4	$22K	Buy	1,647 +513	+45%	+$5.99K	﹤0.01%	4268
2019 Q3	$13K	Buy	1,134 +25	+2%	+$277	﹤0.01%	4322
2019 Q2	$13K	Buy	+1,109	New	+$15.2K	﹤0.01%	4413
2019 Q1	–	Sell	-341	Closed	-$5K	–	4561
2018 Q4	$5K	Buy	341 +174	+104%	+$2.61K	﹤0.01%	4088
2018 Q3	$3K	Sell	167 -718	-81%	-$12.9K	﹤0.01%	4243
2018 Q2	$17K	Buy	885 +171	+24%	+$2.78K	﹤0.01%	3795
2018 Q1	$10K	Buy	+714	New	+$10.1K	﹤0.01%	3761

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Bank of Montreal's MBIN Position: Q2 2026 in Review

Bank of Montreal opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 4,495 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2935 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in MBIN as recently as Q4 2023.

Bank of Montreal first reported a position in MBIN in Q1 2018 and has held it in 13 quarters since. The position peaked at $239K in Q4 2023. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Bank of Montreal held 4,495 shares of Merchants Bancorp worth $225K as of Q2 2026.
Merchants Bancorp was a new Bank of Montreal position in Q2 2026.
Merchants Bancorp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2935 holding.
Bank of Montreal first reported a position in Merchants Bancorp in Q1 2018 and has held it in 13 quarters since.
Bank of Montreal's Merchants Bancorp position peaked at $239K in Q4 2023.
188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.