Bank of Montreal
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of Montreal's MBIN Position: Q1 2024 in Review

Bank of Montreal sold out of Merchants Bancorp (MBIN) in Q1 2024, closing a stake of 5,486 shares — an estimated $239K sold.

Bank of Montreal first reported a position in MBIN in Q1 2018 and held it in 12 quarters. The position peaked at $239K in Q4 2023. 173 funds tracked by Wall St. Rank hold MBIN as of Q1 2024.

  • Bank of Montreal reported no remaining Merchants Bancorp position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 5,486 Merchants Bancorp shares in Q1 2024, an estimated $239K.
  • Bank of Montreal first reported a position in Merchants Bancorp in Q1 2018 and held it in 12 quarters.
  • Bank of Montreal's Merchants Bancorp position peaked at $239K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.