Bessemer Group’s Merchants Bancorp MBIN Stock Holding History

Bessemer Group’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	$9K	Buy	+220	New	+$8.97K	﹤0.01%	2142
2020 Q3	–	Sell	-11,250	Closed	-$139K	–	1533
2020 Q2	$139K	Sell	11,250 -4,800	-30%	-$50.7K	﹤0.01%	1189
2020 Q1	$162K	Buy	16,050 +5,550	+53%	+$68.1K	﹤0.01%	1042
2019 Q4	$138K	Sell	10,500 -14,700	-58%	-$172K	﹤0.01%	1136
2019 Q3	$278K	Sell	25,200 -18,900	-43%	-$210K	﹤0.01%	1003
2019 Q2	$501K	Hold	44,100	–	–	﹤0.01%	878
2019 Q1	$632K	Buy	44,100 +11,400	+35%	+$157K	﹤0.01%	746
2018 Q4	$435K	Buy	+32,700	New	+$491K	﹤0.01%	782

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bessemer Group's MBIN Position: Q1 2026 in Review

Bessemer Group opened a new position in Merchants Bancorp (MBIN) in Q1 2026: 220 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings. This is a return to the name: Bessemer Group previously reported a position in MBIN as recently as Q2 2020.

Bessemer Group first reported a position in MBIN in Q4 2018 and has held it in 8 quarters since. The position peaked at $632K in Q1 2019. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

Bessemer Group held 220 shares of Merchants Bancorp worth $9K as of Q1 2026.
Merchants Bancorp was a new Bessemer Group position in Q1 2026.
Merchants Bancorp made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2142 holding.
Bessemer Group first reported a position in Merchants Bancorp in Q4 2018 and has held it in 8 quarters since.
Bessemer Group's Merchants Bancorp position peaked at $632K in Q1 2019.
178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.