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 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

EFP

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

IFP Advisors's MBIN Position: Q2 2026 in Review

IFP Advisors held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 84 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

IFP Advisors first reported a position in MBIN in Q4 2024 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

IFP Advisors held 84 shares of Merchants Bancorp worth $4.2K as of Q2 2026.
IFP Advisors left its Merchants Bancorp share count unchanged in Q2 2026.
Merchants Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3886 holding.
IFP Advisors first reported a position in Merchants Bancorp in Q4 2024 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.