IFP Advisors
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IFP Advisors’s Merchants Bancorp MBIN Stock Holding History

IFP 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
Q3 		$4.11K Hold
84
– – ﹤0.01% 3913
2026
Q2 		$4.2K Hold
84
– – ﹤0.01% 3886
2026
Q1 		$3.6K Buy
84
+2
+2% +$82 ﹤0.01% 3714
2025
Q4 		$2.79K Buy
82
+2
+3% +$66 ﹤0.01% 3710
2025
Q3 		$2.54K Sell
80
-4
-5% -$131 ﹤0.01% 3596
2025
Q2 		$2.91K Buy
+84
New +$2.72K ﹤0.01% 3714
2025
Q1 		– Sell
-4
Closed -$146 – 4519
2024
Q4 		$146 Buy
+4
New +$162 ﹤0.01% 3881

Other funds holding MBIN

Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors's MBIN Position: Q3 2026 in Review

IFP Advisors held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 84 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

IFP Advisors first reported a position in MBIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.2K in Q2 2026. 21 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • IFP Advisors held 84 shares of Merchants Bancorp worth $4.11K as of Q3 2026.
  • IFP Advisors left its Merchants Bancorp share count unchanged in Q3 2026.
  • Merchants Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3913 holding.
  • IFP Advisors first reported a position in Merchants Bancorp in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Merchants Bancorp position peaked at $4.2K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.