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Coldstream Capital Management’s Merchants Bancorp MBIN Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-63
Closed -$2.33K – 2386
2025
Q1 		$2.33K Buy
+63
New +$2.48K ﹤0.01% 2951

Other funds holding MBIN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Coldstream Capital Management's MBIN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 63 shares — an estimated $2.33K sold.

Coldstream Capital Management first reported a position in MBIN in Q1 2025 and held it in 1 quarter. The position peaked at $2.33K in Q1 2025. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 63 Merchants Bancorp shares in Q2 2025, an estimated $2.33K.
  • Coldstream Capital Management first reported a position in Merchants Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Merchants Bancorp position peaked at $2.33K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.