Creative Planning
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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
2026
Q2 		$223K Buy
+4,465
New +$212K ﹤0.01% 3802
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

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

Creative Planning's MBIN Position: Q2 2026 in Review

Creative Planning opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 4,465 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #3802 among its holdings. This is a return to the name: Creative Planning previously reported a position in MBIN as recently as Q1 2025.

Creative Planning first reported a position in MBIN in Q2 2024 and has held it in 5 quarters since. The position peaked at $424K in Q1 2025. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Creative Planning held 4,465 shares of Merchants Bancorp worth $223K as of Q2 2026.
  • Merchants Bancorp was a new Creative Planning position in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3802 holding.
  • Creative Planning first reported a position in Merchants Bancorp in Q2 2024 and has held it in 5 quarters since.
  • Creative Planning's Merchants Bancorp position peaked at $424K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.