Cerity Partners
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Cerity Partners’s Merchants Bancorp MBIN Stock Holding History

Cerity Partners’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 		$213K Sell
4,253
-1,707
-29% -$81.1K ﹤0.01% 3018
2026
Q1 		$256K Buy
+5,960
New +$243K ﹤0.01% 2722

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American Century Companies
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DPCM
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RA
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Cerity Partners's MBIN Position: Q2 2026 in Review

Cerity Partners reduced its Merchants Bancorp (MBIN) stake by 29% in Q2 2026, selling an estimated $81.1K and leaving 4,253 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Cerity Partners first reported a position in MBIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Cerity Partners held 4,253 shares of Merchants Bancorp worth $213K as of Q2 2026.
  • Cerity Partners sold 1,707 Merchants Bancorp shares in Q2 2026, an estimated $81.1K.
  • Merchants Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3018 holding.
  • Cerity Partners first reported a position in Merchants Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Merchants Bancorp position peaked at $256K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.