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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
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

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BCGM Wealth Management's MBIN Position: Q2 2026 in Review

BCGM Wealth Management reduced its Merchants Bancorp (MBIN) stake by 35% in Q2 2026, selling an estimated $255K and leaving 10,097 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #114.

BCGM Wealth Management first reported a position in MBIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $691K in Q3 2024. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • BCGM Wealth Management held 10,097 shares of Merchants Bancorp worth $505K as of Q2 2026.
  • BCGM Wealth Management sold 5,380 Merchants Bancorp shares in Q2 2026, an estimated $255K.
  • Merchants Bancorp made up 0.11% of BCGM Wealth Management's portfolio in Q2 2026, its #114 holding.
  • BCGM Wealth Management first reported a position in Merchants Bancorp in Q2 2022 and has held it in 17 quarters since.
  • BCGM Wealth Management's Merchants Bancorp position peaked at $691K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.