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Integrated Wealth Concepts’s Merchants Bancorp MBIN Stock Holding History

Integrated Wealth Concepts’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 		$22.1K Buy
+442
New +$21K ﹤0.01% 4004

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

Integrated Wealth Concepts's MBIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 442 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #4004 among its holdings.

188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Integrated Wealth Concepts held 442 shares of Merchants Bancorp worth $22.1K as of Q2 2026.
  • Merchants Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4004 holding.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.