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
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 $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
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cetera Investment Advisers's MBIN Position: Q1 2026 in Review

Cetera Investment Advisers increased its Merchants Bancorp (MBIN) stake by 11% in Q1 2026, buying an estimated $33.9K and bringing the position to 8,428 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Cetera Investment Advisers first reported a position in MBIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $435K in Q1 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Cetera Investment Advisers held 8,428 shares of Merchants Bancorp worth $362K as of Q1 2026.
  • Cetera Investment Advisers bought 831 Merchants Bancorp shares in Q1 2026, an estimated $33.9K.
  • Merchants Bancorp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3821 holding.
  • Cetera Investment Advisers first reported a position in Merchants Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Merchants Bancorp position peaked at $435K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.