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Bruce G. Allen Investments’s Merchants Bancorp MBIN Stock Holding History

Bruce G. Allen Investments’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
2025
Q2 		– Sell
-6
Closed -$222 – 1115
2025
Q1 		$222 Sell
6
-5
-45% -$197 ﹤0.01% 1047
2024
Q4 		$401 Hold
11
– – ﹤0.01% 995
2024
Q3 		$495 Buy
+11
New +$488 ﹤0.01% 957

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Bruce G. Allen Investments's MBIN Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 6 shares — an estimated $222 sold.

Bruce G. Allen Investments first reported a position in MBIN in Q3 2024 and held it in 3 quarters. The position peaked at $495 in Q3 2024. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 6 Merchants Bancorp shares in Q2 2025, an estimated $222.
  • Bruce G. Allen Investments first reported a position in Merchants Bancorp in Q3 2024 and held it in 3 quarters.
  • Bruce G. Allen Investments's Merchants Bancorp position peaked at $495 in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.