FinTrust Capital Advisors’s Merchants Bancorp MBIN Stock Holding History

FinTrust Capital 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
2024 Q3	$57.1K	Hold	1,271	–	–	0.01%	539
2024 Q2	$51.5K	Hold	1,271	–	–	0.01%	530
2024 Q1	$54.9K	Hold	1,271	–	–	0.01%	489
2023 Q4	$54.1K	Sell	1,271 -17	-1%	-$559	0.01%	468
2023 Q3	$35.7K	Buy	1,288 +73	+6%	+$2.11K	0.01%	528
2023 Q2	$29.5K	Hold	1,215	–	–	0.01%	559
2023 Q1	$29.5K	Hold	1,215	–	–	0.01%	558
2022 Q4	$29.5K	Hold	1,215	–	–	0.01%	557
2022 Q3	$30K	Buy	1,215 +52	+4%	+$1.33K	0.01%	624
2022 Q2	$28K	Buy	1,163 +180	+18%	+$4.39K	0.01%	649
2022 Q1	$27K	Sell	983 -1	-0.1%	-$30	0.01%	687
2021 Q4	$31K	Hold	984	–	–	0.01%	631
2021 Q3	$26K	Hold	984	–	–	0.01%	672
2021 Q2	$26K	Hold	984	–	–	0.01%	692
2021 Q1	$28K	Sell	984 -291	-23%	-$6.75K	0.01%	637
2020 Q4	$23K	Buy	+1,275	New	+$21.1K	0.01%	646

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's MBIN Position: Q3 2024 in Review

FinTrust Capital Advisors held its Merchants Bancorp (MBIN) position steady in Q3 2024 at 1,271 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #539.

FinTrust Capital Advisors first reported a position in MBIN in Q4 2020 and has held it in 16 quarters since. 174 funds tracked by Wall St. Rank hold MBIN as of Q3 2024.

FinTrust Capital Advisors held 1,271 shares of Merchants Bancorp worth $57.1K as of Q3 2024.
FinTrust Capital Advisors left its Merchants Bancorp share count unchanged in Q3 2024.
Merchants Bancorp made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #539 holding.
FinTrust Capital Advisors first reported a position in Merchants Bancorp in Q4 2020 and has held it in 16 quarters since.
174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.