Commonwealth Equity Services’s Merchants Bancorp MBIN Stock Holding History

Commonwealth Equity Services’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	$515K	Buy	12,000 +58	+0.5%	+$2.36K	﹤0.01%	3184
2025 Q4	$407K	Buy	11,942 +156	+1%	+$5.12K	﹤0.01%	3359
2025 Q3	$375K	Buy	11,786 +68	+0.6%	+$2.23K	﹤0.01%	3432
2025 Q2	$388K	Buy	11,718 +411	+4%	+$13.3K	﹤0.01%	3370
2025 Q1	$418K	Buy	11,307 +5	+0%	+$197	﹤0.01%	3190
2024 Q4	$412K	Sell	11,302 -500	-4%	-$20.2K	﹤0.01%	3132
2024 Q3	$531K	Sell	11,802 -300	-2%	-$13.3K	﹤0.01%	2850
2024 Q2	$491K	Hold	12,102	–	–	﹤0.01%	2848
2024 Q1	$523K	Hold	12,102	–	–	﹤0.01%	2782
2023 Q4	$515K	Sell	12,102 -930	-7%	-$30.6K	﹤0.01%	2678
2023 Q3	$361K	Hold	13,032	–	–	﹤0.01%	2871
2023 Q2	$333K	Hold	13,032	–	–	﹤0.01%	2958
2023 Q1	$339	Sell	13,032 -500	-4%	-$13.9K	﹤0.01%	2859
2022 Q4	$329K	Buy	13,532 +1,458	+12%	+$35.5K	﹤0.01%	2797
2022 Q3	$278K	Buy	12,074 +1	+0%	+$26	﹤0.01%	2891
2022 Q2	$273K	Sell	12,073 -548	-4%	-$13.4K	﹤0.01%	2921
2022 Q1	$345K	Buy	12,621 +2,391	+23%	+$71.1K	﹤0.01%	2850
2021 Q4	$322K	Hold	10,230	–	–	﹤0.01%	2910
2021 Q3	$269K	Hold	10,230	–	–	﹤0.01%	3020
2021 Q2	$267K	Hold	10,230	–	–	﹤0.01%	3016
2021 Q1	$286K	Sell	10,230 -1,500	-13%	-$34.8K	﹤0.01%	2817
2020 Q4	$216K	Sell	11,730 -56,667	-83%	-$937K	﹤0.01%	2856
2020 Q3	$898K	Buy	68,397 +2,952	+5%	+$37.4K	﹤0.01%	1560
2020 Q2	$806K	Sell	65,445 -1,112	-2%	-$11.7K	﹤0.01%	1556
2020 Q1	$673K	Buy	66,557 +2,141	+3%	+$26.3K	﹤0.01%	1505
2019 Q4	$846K	Buy	64,416 +412	+0.6%	+$4.81K	﹤0.01%	1535
2019 Q3	$705K	Sell	64,004 -5,395	-8%	-$59.9K	﹤0.01%	1582
2019 Q2	$787K	Sell	69,399 -822	-1%	-$11.3K	﹤0.01%	1502
2019 Q1	$1.01M	Buy	70,221 +300	+0.4%	+$4.14K	﹤0.01%	1295
2018 Q4	$930K	Buy	69,921 +3,523	+5%	+$52.9K	﹤0.01%	1249
2018 Q3	$1.13M	Buy	66,398 +1,461	+2%	+$26.2K	0.01%	1232
2018 Q2	$1.24M	Buy	64,937 +8,699	+15%	+$141K	0.01%	1170
2018 Q1	$806K	Buy	56,238 +25,221	+81%	+$356K	﹤0.01%	1374
2017 Q4	$407K	Buy	+31,017	New	+$387K	﹤0.01%	1837

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Commonwealth Equity Services's MBIN Position: Q1 2026 in Review

Commonwealth Equity Services increased its Merchants Bancorp (MBIN) stake by 0.49% in Q1 2026, buying an estimated $2.36K and bringing the position to 12,000 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Commonwealth Equity Services first reported a position in MBIN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.24M in Q2 2018. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

Commonwealth Equity Services held 12,000 shares of Merchants Bancorp worth $515K as of Q1 2026.
Commonwealth Equity Services bought 58 Merchants Bancorp shares in Q1 2026, an estimated $2.36K.
Merchants Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3184 holding.
Commonwealth Equity Services first reported a position in Merchants Bancorp in Q4 2017 and has held it in 34 quarters since.
Commonwealth Equity Services's Merchants Bancorp position peaked at $1.24M in Q2 2018.
178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.