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Freedom Investment Management’s Merchants Bancorp MBIN Stock Holding History

Freedom Investment Management’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
2025
Q2 		– Sell
-5,939
Closed -$220K – 765
2025
Q1 		$220K Sell
5,939
-658
-10% -$26K 0.02% 685
2024
Q4 		$241K Buy
6,597
+1,588
+32% +$64.2K 0.02% 671
2024
Q3 		$225K Sell
5,009
-309
-6% -$13.7K 0.02% 683
2024
Q2 		$216K Buy
5,318
+196
+4% +$8.04K 0.02% 698
2024
Q1 		$221K Sell
5,122
-542
-10% -$22.7K 0.02% 708
2023
Q4 		$241K Buy
+5,664
New +$186K 0.02% 662
2020
Q2 		– Sell
-14,792
Closed -$205K – 640
2020
Q1 		$205K Buy
+14,792
New +$181K 0.02% 622
2019
Q4 		– Sell
-15,818
Closed -$174K – 693
2019
Q3 		$174K Sell
15,818
-1,591
-9% -$17.6K 0.02% 642
2019
Q2 		$198K Sell
17,409
-608
-3% -$8.33K 0.02% 639
2019
Q1 		$258K Sell
18,017
-10,992
-38% -$152K 0.02% 563
2018
Q4 		$386K Sell
29,009
-8,221
-22% -$123K 0.03% 486
2018
Q3 		$650K Buy
37,230
+1,267
+4% +$22.7K 0.04% 437
2018
Q2 		$684K Buy
+35,963
New +$585K 0.04% 437

Other funds holding MBIN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Freedom Investment Management's MBIN Position: Q2 2025 in Review

Freedom Investment Management sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 5,939 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in MBIN in Q2 2018 and held it in 13 quarters. The position peaked at $684K in Q2 2018. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Freedom Investment Management reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,939 Merchants Bancorp shares in Q2 2025, an estimated $220K.
  • Freedom Investment Management first reported a position in Merchants Bancorp in Q2 2018 and held it in 13 quarters.
  • Freedom Investment Management's Merchants Bancorp position peaked at $684K in Q2 2018.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.