Harbor Advisors’s Merchants Bancorp MBIN Stock Holding History

Harbor 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
2025 Q1	–	Sell	-20,232	Closed	-$738K	–	197
2024 Q4	$738K	Buy	+20,232	New	+$818K	0.12%	91

Other funds holding MBIN

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

BCM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Harbor Advisors's MBIN Position: Q1 2025 in Review

Harbor Advisors sold out of Merchants Bancorp (MBIN) in Q1 2025, closing a stake of 20,232 shares — an estimated $738K sold.

Harbor Advisors first reported a position in MBIN in Q4 2024 and held it in 1 quarter. The position peaked at $738K in Q4 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q1 2025.

Harbor Advisors reported no remaining Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
Harbor Advisors sold 20,232 Merchants Bancorp shares in Q1 2025, an estimated $738K.
Harbor Advisors first reported a position in Merchants Bancorp in Q4 2024 and held it in 1 quarter.
Harbor Advisors's Merchants Bancorp position peaked at $738K in Q4 2024.
160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2025.

Based on Harbor Advisors's 13F filing for Q1 2025, filed 15 May 2025.