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Financial Consulate’s Merchants Bancorp MBIN Stock Holding History

Financial Consulate’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 		$250 Buy
+5
New +$237 ﹤0.01% 1408

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

Financial Consulate's MBIN Position: Q2 2026 in Review

Financial Consulate opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 5 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Financial Consulate held 5 shares of Merchants Bancorp worth $250 as of Q2 2026.
  • Merchants Bancorp was a new Financial Consulate position in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1408 holding.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.