HFG Advisors’s Merchants Bancorp MBIN Stock Holding History

HFG 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
2026 Q1	–	Sell	-9,267	Closed	-$316K	–	123
2025 Q4	$316K	Buy	+9,267	New	+$304K	0.23%	79

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

DPCM

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

HFG Advisors's MBIN Position: Q1 2026 in Review

HFG Advisors sold out of Merchants Bancorp (MBIN) in Q1 2026, closing a stake of 9,267 shares — an estimated $316K sold.

HFG Advisors first reported a position in MBIN in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

HFG Advisors reported no remaining Merchants Bancorp position as of Q1 2026 after selling out during the quarter.
HFG Advisors sold 9,267 Merchants Bancorp shares in Q1 2026, an estimated $316K.
HFG Advisors first reported a position in Merchants Bancorp in Q4 2025 and held it in 1 quarter.
HFG Advisors's Merchants Bancorp position peaked at $316K in Q4 2025.
178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.