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Clearstead Advisors’s Merchants Bancorp MBIN Stock Holding History

Clearstead Advisors’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 		$150 Buy
+3
New +$142 ﹤0.01% 3271

Other funds holding MBIN

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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

Clearstead Advisors's MBIN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 3 shares worth $150. The stake represents ﹤0.01% of the portfolio and ranks #3271 among its holdings.

189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Clearstead Advisors held 3 shares of Merchants Bancorp worth $150 as of Q2 2026.
  • Merchants Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3271 holding.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.