CPA
MBIN icon

Capital Performance Advisors’s Merchants Bancorp MBIN Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-78
Closed -$3.51K – 1623
2024
Q3 		$3.51K Buy
+78
New +$3.46K ﹤0.01% 1282

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's MBIN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Merchants Bancorp (MBIN) in Q4 2024, closing a stake of 78 shares — an estimated $3.51K sold.

Capital Performance Advisors first reported a position in MBIN in Q3 2024 and held it in 1 quarter. The position peaked at $3.51K in Q3 2024. 170 funds tracked by Wall St. Rank hold MBIN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Merchants Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 78 Merchants Bancorp shares in Q4 2024, an estimated $3.51K.
  • Capital Performance Advisors first reported a position in Merchants Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Merchants Bancorp position peaked at $3.51K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.