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Curry Webb Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Curry Webb Wealth Management’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 		$604K Sell
14,083
-3,149
-18% -$128K 0.29% 41
2025
Q4 		$587K Buy
+17,232
New +$566K 0.29% 44

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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Curry Webb Wealth Management's MBIN Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its Merchants Bancorp (MBIN) stake by 18% in Q1 2026, selling an estimated $128K and leaving 14,083 shares worth $604K. The position accounts for 0.29% of the portfolio, ranked #41.

Curry Webb Wealth Management first reported a position in MBIN in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Curry Webb Wealth Management held 14,083 shares of Merchants Bancorp worth $604K as of Q1 2026.
  • Curry Webb Wealth Management sold 3,149 Merchants Bancorp shares in Q1 2026, an estimated $128K.
  • Merchants Bancorp made up 0.29% of Curry Webb Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Curry Webb Wealth Management first reported a position in Merchants Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.