Curry Webb Wealth Management
MBIN icon

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
Q3 		$706K Hold
14,118
– – 0.29% 40
2026
Q2 		$706K Buy
14,118
+35
+0.2% +$1.66K 0.29% 40
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

Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Curry Webb Wealth Management's MBIN Position: Q3 2026 in Review

Curry Webb Wealth Management held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 14,118 shares worth $706K. The position accounts for 0.29% of the portfolio, ranked #40.

Curry Webb Wealth Management first reported a position in MBIN in Q4 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • Curry Webb Wealth Management held 14,118 shares of Merchants Bancorp worth $706K as of Q3 2026.
  • Curry Webb Wealth Management left its Merchants Bancorp share count unchanged in Q3 2026.
  • Merchants Bancorp made up 0.29% of Curry Webb Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Curry Webb Wealth Management first reported a position in Merchants Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.