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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
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

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
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
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BCGM Wealth Management's MBIN Position: Q1 2026 in Review

BCGM Wealth Management held its Merchants Bancorp (MBIN) position steady in Q1 2026 at 15,477 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #99.

BCGM Wealth Management first reported a position in MBIN in Q2 2022 and has held it in 16 quarters since. The position peaked at $691K in Q3 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • BCGM Wealth Management held 15,477 shares of Merchants Bancorp worth $664K as of Q1 2026.
  • BCGM Wealth Management left its Merchants Bancorp share count unchanged in Q1 2026.
  • Merchants Bancorp made up 0.17% of BCGM Wealth Management's portfolio in Q1 2026, its #99 holding.
  • BCGM Wealth Management first reported a position in Merchants Bancorp in Q2 2022 and has held it in 16 quarters since.
  • BCGM Wealth Management's Merchants Bancorp position peaked at $691K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.