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Essential Partners’s Merchants Bancorp MBIN Stock Holding History

Essential Partners’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 		$1.18K Hold
24
– – ﹤0.01% 2128
2026
Q2 		$1.2K Sell
24
-6
-20% -$285 ﹤0.01% 2160
2026
Q1 		$1.29K Buy
30
+2
+7% +$82 ﹤0.01% 2161
2025
Q4 		$954 Sell
28
-36
-56% -$1.18K ﹤0.01% 2046
2025
Q3 		$2.04K Sell
64
-25
-28% -$820 ﹤0.01% 1783
2025
Q2 		$2.94K Buy
+89
New +$2.88K ﹤0.01% 1206

Other funds holding MBIN

Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's MBIN Position: Q3 2026 in Review

Essential Partners held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 24 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Essential Partners first reported a position in MBIN in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.94K in Q2 2025. 18 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • Essential Partners held 24 shares of Merchants Bancorp worth $1.18K as of Q3 2026.
  • Essential Partners left its Merchants Bancorp share count unchanged in Q3 2026.
  • Merchants Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2128 holding.
  • Essential Partners first reported a position in Merchants Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Merchants Bancorp position peaked at $2.94K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.