Cetera Investment Advisers
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Cetera Investment Advisers’s Merchants Bancorp MBIN Stock Holding History

Cetera Investment Advisers’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 		$381K Sell
7,628
-800
-9% -$38K ﹤0.01% 3949
2026
Q1 		$362K Buy
8,428
+831
+11% +$33.9K ﹤0.01% 3821
2025
Q4 		$259K Buy
7,597
+97
+1% +$3.19K ﹤0.01% 4032
2025
Q3 		$239K Hold
7,500
– – ﹤0.01% 4024
2025
Q2 		$248K Sell
7,500
-628
-8% -$20.3K ﹤0.01% 3559
2025
Q1 		$301K Sell
8,128
-1,672
-17% -$66K ﹤0.01% 3264
2024
Q4 		$357K Buy
9,800
+381
+4% +$15.4K ﹤0.01% 2967
2024
Q3 		$423K Sell
9,419
-3
-0% -$133 ﹤0.01% 2785
2024
Q2 		$382K Sell
9,422
-656
-7% -$26.9K ﹤0.01% 2812
2024
Q1 		$435K Buy
10,078
+1,940
+24% +$81.2K ﹤0.01% 2711
2023
Q4 		$347K Buy
8,138
+71
+0.9% +$2.33K ﹤0.01% 1701
2023
Q3 		$224K Buy
+8,067
New +$233K ﹤0.01% 1912

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
State Street
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
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
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 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

Cetera Investment Advisers's MBIN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Merchants Bancorp (MBIN) stake by 9.5% in Q2 2026, selling an estimated $38K and leaving 7,628 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3949.

Cetera Investment Advisers first reported a position in MBIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $435K in Q1 2024. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Cetera Investment Advisers held 7,628 shares of Merchants Bancorp worth $381K as of Q2 2026.
  • Cetera Investment Advisers sold 800 Merchants Bancorp shares in Q2 2026, an estimated $38K.
  • Merchants Bancorp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3949 holding.
  • Cetera Investment Advisers first reported a position in Merchants Bancorp in Q3 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Merchants Bancorp position peaked at $435K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.