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EverSource Wealth Advisors’s Merchants Bancorp MBIN Stock Holding History

EverSource Wealth Advisors’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 		$26.2K Buy
610
+14
+2% +$571 ﹤0.01% 2331
2025
Q4 		$20.3K Buy
596
+212
+55% +$6.96K ﹤0.01% 2375
2025
Q3 		$12.2K Buy
384
+28
+8% +$919 ﹤0.01% 2702
2025
Q2 		$11.8K Buy
356
+306
+612% +$9.9K ﹤0.01% 2699
2025
Q1 		$1.85K Buy
50
+49
+4,900% +$1.93K ﹤0.01% 2956
2024
Q4 		$36 Buy
+1
New +$40 ﹤0.01% 3664

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 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

EverSource Wealth Advisors's MBIN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Merchants Bancorp (MBIN) stake by 2.3% in Q1 2026, buying an estimated $571 and bringing the position to 610 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

EverSource Wealth Advisors first reported a position in MBIN in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • EverSource Wealth Advisors held 610 shares of Merchants Bancorp worth $26.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 14 Merchants Bancorp shares in Q1 2026, an estimated $571.
  • Merchants Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2331 holding.
  • EverSource Wealth Advisors first reported a position in Merchants Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.