Charles Schwab’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Buy |
248,082
+13,445
| +6% | +$548K | ﹤0.01% | 2067 |
|
|
2025
Q4 | $7.99M | Sell |
234,637
-2,410
| -1% | -$79.1K | ﹤0.01% | 2237 |
|
|
2025
Q3 | $7.54M | Buy |
237,047
+10,815
| +5% | +$355K | ﹤0.01% | 2248 |
|
|
2025
Q2 | $7.48M | Buy |
226,232
+23,880
| +12% | +$773K | ﹤0.01% | 2149 |
|
|
2025
Q1 | $7.49M | Sell |
202,352
-4,930
| -2% | -$194K | ﹤0.01% | 2093 |
|
|
2024
Q4 | $7.56M | Sell |
207,282
-26,200
| -11% | -$1.06M | ﹤0.01% | 2139 |
|
|
2024
Q3 | $10.5M | Sell |
233,482
-22,574
| -9% | -$1M | ﹤0.01% | 2003 |
|
|
2024
Q2 | $10.4M | Buy |
256,056
+13,205
| +5% | +$542K | ﹤0.01% | 2033 |
|
|
2024
Q1 | $10.5M | Buy |
242,851
+18,271
| +8% | +$764K | ﹤0.01% | 1963 |
|
|
2023
Q4 | $9.56M | Buy |
224,580
+39,248
| +21% | +$1.29M | ﹤0.01% | 2006 |
|
|
2023
Q3 | $5.14M | Buy |
185,332
+10,211
| +6% | +$295K | ﹤0.01% | 2244 |
|
|
2023
Q2 | $4.48M | Buy |
175,121
+9,002
| +5% | +$223K | ﹤0.01% | 2277 |
|
|
2023
Q1 | $4.33M | Sell |
166,119
-369
| -0.2% | -$10.2K | ﹤0.01% | 2275 |
|
|
2022
Q4 | $4.05M | Buy |
166,488
+3,357
| +2% | +$81.7K | ﹤0.01% | 2319 |
|
|
2022
Q3 | $3.76M | Buy |
163,131
+4,531
| +3% | +$116K | ﹤0.01% | 2369 |
|
|
2022
Q2 | $3.6M | Sell |
158,600
-1,367
| -0.9% | -$33.3K | ﹤0.01% | 2335 |
|
|
2022
Q1 | $4.38M | Buy |
159,967
+4,714
| +3% | +$140K | ﹤0.01% | 2332 |
|
|
2021
Q4 | $4.9M | Buy |
155,253
+1,132
| +0.7% | +$34K | ﹤0.01% | 2366 |
|
|
2021
Q3 | $4.06M | Buy |
154,121
+6,855
| +5% | +$170K | ﹤0.01% | 2466 |
|
|
2021
Q2 | $3.85M | Buy |
147,266
+5,159
| +4% | +$143K | ﹤0.01% | 2474 |
|
|
2021
Q1 | $3.97M | Sell |
142,107
-6,305
| -4% | -$146K | ﹤0.01% | 2402 |
|
|
2020
Q4 | $2.73M | Buy |
148,412
+12,282
| +9% | +$203K | ﹤0.01% | 2506 |
|
|
2020
Q3 | $1.79M | Sell |
136,130
-1,153
| -0.8% | -$14.6K | ﹤0.01% | 2524 |
|
|
2020
Q2 | $1.69M | Buy |
137,283
+11,869
| +9% | +$125K | ﹤0.01% | 2470 |
|
|
2020
Q1 | $1.27M | Buy |
125,414
+2,145
| +2% | +$26.3K | ﹤0.01% | 2434 |
|
|
2019
Q4 | $1.62M | Sell |
123,269
-1,825
| -1% | -$21.3K | ﹤0.01% | 2474 |
|
|
2019
Q3 | $1.38M | Buy |
125,094
+7,563
| +6% | +$83.9K | ﹤0.01% | 2490 |
|
|
2019
Q2 | $1.33M | Sell |
117,531
-18,657
| -14% | -$256K | ﹤0.01% | 2486 |
|
|
2019
Q1 | $1.95M | Buy |
136,188
+9,417
| +7% | +$130K | ﹤0.01% | 2366 |
|
|
2018
Q4 | $1.69M | Buy |
126,771
+756
| +0.6% | +$11.4K | ﹤0.01% | 2388 |
|
|
2018
Q3 | $2.14M | Buy |
126,015
+50,335
| +67% | +$902K | ﹤0.01% | 2410 |
|
|
2018
Q2 | $1.44M | Buy |
75,680
+32,070
| +74% | +$521K | ﹤0.01% | 2472 |
|
|
2018
Q1 | $626K | Buy |
43,610
+8,129
| +23% | +$115K | ﹤0.01% | 2666 |
|
|
2017
Q4 | $466K | Buy |
+35,481
| New | +$442K | ﹤0.01% | 2737 |
|
Other funds holding MBIN
EFP
DPCM
NAMI
VCM
RA
Charles Schwab's MBIN Position: Q1 2026 in Review
Charles Schwab increased its Merchants Bancorp (MBIN) stake by 5.7% in Q1 2026, buying an estimated $548K and bringing the position to 248,082 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.
Charles Schwab first reported a position in MBIN in Q4 2017 and has held it in 34 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.
- Charles Schwab held 248,082 shares of Merchants Bancorp worth $10.6M as of Q1 2026.
- Charles Schwab bought 13,445 Merchants Bancorp shares in Q1 2026, an estimated $548K.
- Merchants Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2067 holding.
- Charles Schwab first reported a position in Merchants Bancorp in Q4 2017 and has held it in 34 quarters since.
- 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.