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Covestor’s Merchants Bancorp MBIN Stock Holding History

Covestor’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 		$1K Sell
14
-17
-55% -$807 ﹤0.01% 2230
2026
Q1 		$1K Sell
31
-19
-38% -$774 ﹤0.01% 2081
2025
Q4 		$2K Sell
50
-261
-84% -$8.57K ﹤0.01% 1929
2025
Q3 		$10K Buy
311
+230
+284% +$7.55K 0.01% 1602
2025
Q2 		$3K Hold
81
– – ﹤0.01% 1796
2025
Q1 		$3K Buy
81
+7
+9% +$276 ﹤0.01% 1791
2024
Q4 		$3K Buy
74
+40
+118% +$1.62K ﹤0.01% 1811
2024
Q3 		$2K Sell
34
-6
-15% -$266 ﹤0.01% 1832
2024
Q2 		$2K Buy
40
+2
+5% +$82 ﹤0.01% 1867
2024
Q1 		$2K Buy
38
+20
+111% +$837 ﹤0.01% 1862
2023
Q4 		$1K Sell
18
-22
-55% -$723 ﹤0.01% 1999
2023
Q3 		$1K Sell
40
-19
-32% -$549 ﹤0.01% 1959
2023
Q2 		$2K Sell
59
-156
-73% -$3.86K ﹤0.01% 1847
2023
Q1 		$6K Buy
215
+42
+24% +$1.16K 0.01% 1521
2022
Q4 		$4K Sell
173
-29
-14% -$706 ﹤0.01% 1629
2022
Q3 		$5K Buy
202
+193
+2,144% +$4.94K ﹤0.01% 1496
2022
Q2 		$0 Sell
9
-67
-88% -$1.63K ﹤0.01% 2171
2022
Q1 		$2K Buy
76
+8
+12% +$238 ﹤0.01% 1682
2021
Q4 		$2K Buy
+68
New +$2.04K ﹤0.01% 1560

Other funds holding MBIN

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

Covestor's MBIN Position: Q2 2026 in Review

Covestor reduced its Merchants Bancorp (MBIN) stake by 55% in Q2 2026, selling an estimated $807 and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Covestor first reported a position in MBIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q3 2025. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Covestor held 14 shares of Merchants Bancorp worth $1K as of Q2 2026.
  • Covestor sold 17 Merchants Bancorp shares in Q2 2026, an estimated $807.
  • Merchants Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2230 holding.
  • Covestor first reported a position in Merchants Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Merchants Bancorp position peaked at $10K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.