Capital Advisors Ltd’s Merchants Bancorp MBIN Stock Holding History

Capital Advisors Ltd’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	$16K	Hold	318	–	–	﹤0.01%	747
2026 Q1	$14K	Hold	318	–	–	﹤0.01%	752
2025 Q4	$11K	Hold	318	–	–	﹤0.01%	790
2025 Q3	$10K	Hold	318	–	–	﹤0.01%	805
2025 Q2	$11K	Hold	318	–	–	﹤0.01%	773
2025 Q1	$12K	Hold	318	–	–	﹤0.01%	732
2024 Q4	$12K	Hold	318	–	–	﹤0.01%	744
2024 Q3	$14K	Hold	318	–	–	﹤0.01%	704
2024 Q2	$13K	Hold	318	–	–	﹤0.01%	692
2024 Q1	$14K	Hold	318	–	–	﹤0.01%	655
2023 Q4	$14K	Hold	318	–	–	﹤0.01%	629
2023 Q3	$9K	Hold	318	–	–	﹤0.01%	708
2023 Q2	$8K	Buy	+318	New	+$7.87K	﹤0.01%	735

Other funds holding MBIN

EFP

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Capital Advisors Ltd's MBIN Position: Q2 2026 in Review

Capital Advisors Ltd held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 318 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Capital Advisors Ltd first reported a position in MBIN in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Capital Advisors Ltd held 318 shares of Merchants Bancorp worth $16K as of Q2 2026.
Capital Advisors Ltd left its Merchants Bancorp share count unchanged in Q2 2026.
Merchants Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #747 holding.
Capital Advisors Ltd first reported a position in Merchants Bancorp in Q2 2023 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.