Creative Planning
MBIN icon

Creative Planning’s Merchants Bancorp MBIN Stock Holding History

Creative Planning’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
-11,447
Closed -$424K – 3755
2025
Q1 		$424K Buy
11,447
+5,422
+90% +$214K ﹤0.01% 2449
2024
Q4 		$220K Buy
6,025
+103
+2% +$4.16K ﹤0.01% 2903
2024
Q3 		$266K Buy
5,922
+67
+1% +$2.97K ﹤0.01% 2617
2024
Q2 		$237K Buy
+5,855
New +$240K ﹤0.01% 2547

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Creative Planning's MBIN Position: Q2 2025 in Review

Creative Planning sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 11,447 shares — an estimated $424K sold.

Creative Planning first reported a position in MBIN in Q2 2024 and held it in 4 quarters. The position peaked at $424K in Q1 2025. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Creative Planning reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 11,447 Merchants Bancorp shares in Q2 2025, an estimated $424K.
  • Creative Planning first reported a position in Merchants Bancorp in Q2 2024 and held it in 4 quarters.
  • Creative Planning's Merchants Bancorp position peaked at $424K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.