Fidelity Investments
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Fidelity Investments’s Merchants Bancorp MBIN Stock Holding History

Fidelity Investments’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 		$232K Sell
4,632
-100
-2% -$4.75K ﹤0.01% 3594
2026
Q1 		$203K Sell
4,732
-45,323
-91% -$1.85M ﹤0.01% 3483
2025
Q4 		$1.7M Buy
50,055
+11,740
+31% +$386K ﹤0.01% 2667
2025
Q3 		$1.22M Buy
38,315
+4,915
+15% +$161K ﹤0.01% 2723
2025
Q2 		$1.1M Buy
33,400
+722
+2% +$23.4K ﹤0.01% 2684
2025
Q1 		$1.21M Buy
32,678
+31,384
+2,425% +$1.24M ﹤0.01% 2614
2024
Q4 		$47.2K Sell
1,294
-2,663
-67% -$108K ﹤0.01% 3877
2024
Q3 		$178K Buy
3,957
+2,699
+215% +$120K ﹤0.01% 3235
2024
Q2 		$51K Sell
1,258
-81
-6% -$3.32K ﹤0.01% 3611
2024
Q1 		$57.8K Buy
1,339
+117
+10% +$4.89K ﹤0.01% 3509
2023
Q4 		$52K Buy
1,222
+2
+0.2% +$66 ﹤0.01% 3497
2023
Q3 		$33.8K Buy
1,220
+2
+0.2% +$58 ﹤0.01% 3545
2023
Q2 		$31.2K Sell
1,218
-289
-19% -$7.15K ﹤0.01% 3663
2023
Q1 		$39.2K Buy
1,507
+456
+43% +$12.6K ﹤0.01% 3555
2022
Q4 		$25.6K Buy
1,051
+25
+2% +$609 ﹤0.01% 3688
2022
Q3 		$24K Buy
1,026
+96
+10% +$2.46K ﹤0.01% 3772
2022
Q2 		$21K Buy
930
+234
+34% +$5.71K ﹤0.01% 3863
2022
Q1 		$19K Buy
+696
New +$20.7K ﹤0.01% 4037
2021
Q3 		– Sell
-408,819
Closed -$10.7M – 4757
2021
Q2 		$10.7M Sell
408,819
-7,311
-2% -$203K ﹤0.01% 2083
2021
Q1 		$11.6M Buy
416,130
+146,385
+54% +$3.39M ﹤0.01% 1987
2020
Q4 		$4.97M Buy
+269,745
New +$4.46M ﹤0.01% 2185
2019
Q3 		– Sell
-16,952
Closed -$192K – 4057
2019
Q2 		$192K Sell
16,952
-7,648
-31% -$105K ﹤0.01% 2646
2019
Q1 		$353K Hold
24,600
– – ﹤0.01% 2528
2018
Q4 		$327K Sell
24,600
-2
-0% -$30 ﹤0.01% 2505
2018
Q3 		$417K Buy
+24,602
New +$441K ﹤0.01% 2570

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

Fidelity Investments's MBIN Position: Q2 2026 in Review

Fidelity Investments reduced its Merchants Bancorp (MBIN) stake by 2.1% in Q2 2026, selling an estimated $4.75K and leaving 4,632 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Fidelity Investments first reported a position in MBIN in Q3 2018 and has held it in 25 quarters since. The position peaked at $11.6M in Q1 2021. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Fidelity Investments held 4,632 shares of Merchants Bancorp worth $232K as of Q2 2026.
  • Fidelity Investments sold 100 Merchants Bancorp shares in Q2 2026, an estimated $4.75K.
  • Merchants Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3594 holding.
  • Fidelity Investments first reported a position in Merchants Bancorp in Q3 2018 and has held it in 25 quarters since.
  • Fidelity Investments's Merchants Bancorp position peaked at $11.6M in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.