BCGM Wealth Management’s Merchants Bancorp MBIN Stock Holding History

BCGM Wealth Management’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	$494K	Hold	10,097	–	–	0.1%	118
2026 Q2	$505K	Sell	10,097 -5,380	-35%	-$255K	0.11%	114
2026 Q1	$664K	Hold	15,477	–	–	0.17%	99
2025 Q4	$527K	Hold	15,477	–	–	0.13%	108
2025 Q3	$492K	Hold	15,477	–	–	0.13%	113
2025 Q2	$512K	Buy	15,477 +41	+0.3%	+$1.33K	0.14%	104
2025 Q1	$571K	Buy	15,436 +38	+0.2%	+$1.5K	0.18%	96
2024 Q4	$562K	Buy	15,398 +31	+0.2%	+$1.25K	0.18%	91
2024 Q3	$691K	Buy	15,367 +34	+0.2%	+$1.51K	0.22%	81
2024 Q2	$622K	Buy	15,333 +33	+0.2%	+$1.35K	0.22%	84
2024 Q1	$661K	Buy	15,300 +29	+0.2%	+$1.21K	0.24%	77
2023 Q4	$650K	Buy	15,271 +46	+0.3%	+$1.51K	0.26%	67
2023 Q3	$422K	Buy	15,225 +46	+0.3%	+$1.33K	0.19%	79
2023 Q2	$388K	Buy	15,179 +46	+0.3%	+$1.14K	0.17%	80
2023 Q1	$394K	Buy	15,133 +43	+0.3%	+$1.19K	0.2%	75
2022 Q4	$367K	Hold	15,090	–	–	0.18%	77
2022 Q3	$359K	Buy	15,090 +45	+0.3%	+$1.15K	0.18%	76
2022 Q2	$398K	Buy	+15,045	New	+$367K	0.2%	71

Other funds holding MBIN

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

BCGM Wealth Management's MBIN Position: Q3 2026 in Review

BCGM Wealth Management held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 10,097 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #118.

BCGM Wealth Management first reported a position in MBIN in Q2 2022 and has held it in 18 quarters since. The position peaked at $691K in Q3 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

BCGM Wealth Management held 10,097 shares of Merchants Bancorp worth $494K as of Q3 2026.
BCGM Wealth Management left its Merchants Bancorp share count unchanged in Q3 2026.
Merchants Bancorp made up 0.1% of BCGM Wealth Management's portfolio in Q3 2026, its #118 holding.
BCGM Wealth Management first reported a position in Merchants Bancorp in Q2 2022 and has held it in 18 quarters since.
BCGM Wealth Management's Merchants Bancorp position peaked at $691K in Q3 2024.
160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.