Capstone Investment Advisors’s Merchants Bancorp MBIN Stock Holding History

Capstone Investment 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
2026 Q2	$951K	Buy	+19,018	New	+$903K	﹤0.01%	970

Other funds holding MBIN

EFP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capstone Investment Advisors's MBIN Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 19,018 shares worth $951K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Capstone Investment Advisors held 19,018 shares of Merchants Bancorp worth $951K as of Q2 2026.
Merchants Bancorp was a new Capstone Investment Advisors position in Q2 2026.
Merchants Bancorp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #970 holding.
189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.