Colonial Trust’s Merchants Bancorp MBIN Stock Holding History

Colonial Trust’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
2024 Q4	–	Sell	-83	Closed	-$3.7K	–	1338
2024 Q3	$3.7K	Buy	+83	New	+$3.68K	﹤0.01%	915

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Colonial Trust's MBIN Position: Q4 2024 in Review

Colonial Trust sold out of Merchants Bancorp (MBIN) in Q4 2024, closing a stake of 83 shares — an estimated $3.7K sold.

Colonial Trust first reported a position in MBIN in Q3 2024 and held it in 1 quarter. The position peaked at $3.7K in Q3 2024. 170 funds tracked by Wall St. Rank hold MBIN as of Q4 2024.

Colonial Trust reported no remaining Merchants Bancorp position as of Q4 2024 after selling out during the quarter.
Colonial Trust sold 83 Merchants Bancorp shares in Q4 2024, an estimated $3.7K.
Colonial Trust first reported a position in Merchants Bancorp in Q3 2024 and held it in 1 quarter.
Colonial Trust's Merchants Bancorp position peaked at $3.7K in Q3 2024.
170 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2024.

Based on Colonial Trust's 13F filing for Q4 2024, filed 14 Feb 2025.