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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
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

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

Essential Partners's MBIN Position: Q2 2026 in Review

Essential Partners reduced its Merchants Bancorp (MBIN) stake by 20% in Q2 2026, selling an estimated $285 and leaving 24 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Essential Partners first reported a position in MBIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.94K in Q2 2025. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Essential Partners held 24 shares of Merchants Bancorp worth $1.2K as of Q2 2026.
  • Essential Partners sold 6 Merchants Bancorp shares in Q2 2026, an estimated $285.
  • Merchants Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2160 holding.
  • Essential Partners first reported a position in Merchants Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Merchants Bancorp position peaked at $2.94K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.