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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
Q2 		$10.9K Sell
219
-391
-64% -$18.6K ﹤0.01% 2859
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 $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

EverSource Wealth Advisors's MBIN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Merchants Bancorp (MBIN) stake by 64% in Q2 2026, selling an estimated $18.6K and leaving 219 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

EverSource Wealth Advisors first reported a position in MBIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.2K in Q1 2026. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • EverSource Wealth Advisors held 219 shares of Merchants Bancorp worth $10.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 391 Merchants Bancorp shares in Q2 2026, an estimated $18.6K.
  • Merchants Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2859 holding.
  • EverSource Wealth Advisors first reported a position in Merchants Bancorp in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Merchants Bancorp position peaked at $26.2K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.