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Harbor Investment Advisory’s Merchants Bancorp MBIN Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-57
Closed -$2.46K – 1385
2024
Q1 		$2.46K Buy
+57
New +$2.38K ﹤0.01% 1064

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Harbor Investment Advisory's MBIN Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Merchants Bancorp (MBIN) in Q2 2024, closing a stake of 57 shares — an estimated $2.46K sold.

Harbor Investment Advisory first reported a position in MBIN in Q1 2024 and held it in 1 quarter. The position peaked at $2.46K in Q1 2024. 174 funds tracked by Wall St. Rank hold MBIN as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Merchants Bancorp position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 57 Merchants Bancorp shares in Q2 2024, an estimated $2.46K.
  • Harbor Investment Advisory first reported a position in Merchants Bancorp in Q1 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Merchants Bancorp position peaked at $2.46K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.