Belpointe Asset Management’s Merchants Bancorp MBIN Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-307	Closed	-$7.99K	–	2191
2023 Q1	$7.99K	Hold	307	–	–	﹤0.01%	2823
2022 Q4	$7.47K	Buy	+307	New	+$7.47K	﹤0.01%	2757

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Belpointe Asset Management's MBIN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Merchants Bancorp (MBIN) in Q2 2023, closing a stake of 307 shares — an estimated $7.99K sold.

Belpointe Asset Management first reported a position in MBIN in Q4 2022 and held it in 2 quarters. The position peaked at $7.99K in Q1 2023. 114 funds tracked by Wall St. Rank hold MBIN as of Q2 2023.

Belpointe Asset Management reported no remaining Merchants Bancorp position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 307 Merchants Bancorp shares in Q2 2023, an estimated $7.99K.
Belpointe Asset Management first reported a position in Merchants Bancorp in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Merchants Bancorp position peaked at $7.99K in Q1 2023.
114 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.