Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Merchants Bancorp MBIN Stock Holding History

Carson Wealth (CWM LLC)’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 		$107K Buy
2,493
+696
+39% +$28.4K ﹤0.01% 3206
2025
Q4 		$61K Buy
1,797
+287
+19% +$9.43K ﹤0.01% 3451
2025
Q3 		$48K Sell
1,510
-1,500
-50% -$49.2K ﹤0.01% 3560
2025
Q2 		$100K Buy
3,010
+1,652
+122% +$53.5K ﹤0.01% 2724
2025
Q1 		$50K Buy
1,358
+853
+169% +$33.6K ﹤0.01% 2999
2024
Q4 		$18K Sell
505
-779
-61% -$31.5K ﹤0.01% 3517
2024
Q3 		$58K Buy
1,284
+869
+209% +$38.5K ﹤0.01% 2579
2024
Q2 		$17K Buy
415
+388
+1,437% +$15.9K ﹤0.01% 3224
2024
Q1 		$1K Buy
+27
New +$1.13K ﹤0.01% 4162
2023
Q2 		– Sell
-45
Closed -$1K – 4346
2023
Q1 		$1K Hold
45
– – ﹤0.01% 3870
2022
Q4 		$1K Hold
45
– – ﹤0.01% 3784
2022
Q3 		$1K Hold
45
– – ﹤0.01% 3693
2022
Q2 		$1K Buy
+45
New +$1.1K ﹤0.01% 3574

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Merchants Bancorp (MBIN) stake by 39% in Q1 2026, buying an estimated $28.4K and bringing the position to 2,493 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Carson Wealth (CWM LLC) first reported a position in MBIN in Q2 2022 and has held it in 13 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,493 shares of Merchants Bancorp worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 696 Merchants Bancorp shares in Q1 2026, an estimated $28.4K.
  • Merchants Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3206 holding.
  • Carson Wealth (CWM LLC) first reported a position in Merchants Bancorp in Q2 2022 and has held it in 13 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.