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Elser Financial Planning’s Merchants Bancorp MBIN Stock Holding History

Elser Financial 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 		$1.34B Sell
26,808,625
-174,476
-0.6% -$8.29M 58.12% 1
2026
Q1 		$1.18B Buy
+26,983,101
New +$1.1B 57.21% 1
2025
Q1 		– Sell
-27,260,950
Closed -$994M – 93
2024
Q4 		$994M Buy
+27,260,950
New +$1.1B 59.49% 1

Other funds holding MBIN

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elser Financial Planning's MBIN Position: Q2 2026 in Review

Elser Financial Planning reduced its Merchants Bancorp (MBIN) stake by 0.65% in Q2 2026, selling an estimated $8.29M and leaving 26,808,625 shares worth $1.34B. The position accounts for 58.12% of the portfolio, ranked #1.

Elser Financial Planning first reported a position in MBIN in Q4 2024 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Elser Financial Planning held 26,808,625 shares of Merchants Bancorp worth $1.34B as of Q2 2026.
  • Elser Financial Planning sold 174,476 Merchants Bancorp shares in Q2 2026, an estimated $8.29M.
  • Merchants Bancorp made up 58.12% of Elser Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Elser Financial Planning first reported a position in Merchants Bancorp in Q4 2024 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.