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Impact Partnership Wealth’s Merchants Bancorp MBIN Stock Holding History

Impact Partnership Wealth’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 		$366K Sell
7,319
-7,200
-50% -$342K 0.04% 312
2026
Q1 		$623K Hold
14,519
– – 0.08% 166
2025
Q4 		$495K Hold
14,519
– – 0.06% 193
2025
Q3 		$462K Hold
14,519
– – 0.07% 170
2025
Q2 		$480K Buy
+14,519
New +$470K 0.09% 144

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Impact Partnership Wealth's MBIN Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Merchants Bancorp (MBIN) stake by 50% in Q2 2026, selling an estimated $342K and leaving 7,319 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #312.

Impact Partnership Wealth first reported a position in MBIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $623K in Q1 2026. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Impact Partnership Wealth held 7,319 shares of Merchants Bancorp worth $366K as of Q2 2026.
  • Impact Partnership Wealth sold 7,200 Merchants Bancorp shares in Q2 2026, an estimated $342K.
  • Merchants Bancorp made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #312 holding.
  • Impact Partnership Wealth first reported a position in Merchants Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Impact Partnership Wealth's Merchants Bancorp position peaked at $623K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.