Invesco
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Invesco’s Merchants Bancorp MBIN Stock Holding History

Invesco’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 		$12M Buy
240,395
+85,328
+55% +$4.05M ﹤0.01% 1803
2026
Q1 		$6.65M Buy
155,067
+109,249
+238% +$4.45M ﹤0.01% 2060
2025
Q4 		$1.56M Buy
45,818
+667
+1% +$21.9K ﹤0.01% 2717
2025
Q3 		$1.44M Sell
45,151
-389,169
-90% -$12.8M ﹤0.01% 2762
2025
Q2 		$14.4M Sell
434,320
-46,302
-10% -$1.5M ﹤0.01% 1581
2025
Q1 		$17.8M Buy
480,622
+9,192
+2% +$363K ﹤0.01% 1502
2024
Q4 		$17.2M Sell
471,430
-93,605
-17% -$3.78M ﹤0.01% 1570
2024
Q3 		$25.4M Buy
565,035
+457,236
+424% +$20.3M ﹤0.01% 1357
2024
Q2 		$4.37M Sell
107,799
-7,226
-6% -$297K ﹤0.01% 2267
2024
Q1 		$4.97M Sell
115,025
-4,085
-3% -$171K ﹤0.01% 2243
2023
Q4 		$5.07M Sell
119,110
-23,831
-17% -$783K ﹤0.01% 2229
2023
Q3 		$3.96M Buy
142,941
+95,778
+203% +$2.76M ﹤0.01% 2326
2023
Q2 		$1.21M Sell
47,163
-72,024
-60% -$1.78M ﹤0.01% 2823
2023
Q1 		$3.1M Buy
119,187
+58,362
+96% +$1.62M ﹤0.01% 2458
2022
Q4 		$1.48M Buy
60,825
+17,606
+41% +$429K ﹤0.01% 2764
2022
Q3 		$997K Sell
43,219
-1,606
-4% -$41.1K ﹤0.01% 2927
2022
Q2 		$1.02M Buy
44,825
+2,766
+7% +$67.5K ﹤0.01% 2981
2022
Q1 		$1.15M Buy
42,059
+1,509
+4% +$44.9K ﹤0.01% 3012
2021
Q4 		$1.28M Sell
40,550
-8,194
-17% -$246K ﹤0.01% 2964
2021
Q3 		$1.28M Sell
48,744
-9,104
-16% -$226K ﹤0.01% 3008
2021
Q2 		$1.51M Sell
57,848
-3,372
-6% -$93.5K ﹤0.01% 2953
2021
Q1 		$1.71M Sell
61,220
-14,965
-20% -$347K ﹤0.01% 2841
2020
Q4 		$1.4M Buy
76,185
+6,703
+10% +$111K ﹤0.01% 2790
2020
Q3 		$914K Buy
69,482
+3,425
+5% +$43.3K ﹤0.01% 2862
2020
Q2 		$814K Buy
66,057
+50,701
+330% +$535K ﹤0.01% 2890
2020
Q1 		$156K Buy
+15,356
New +$188K ﹤0.01% 3472

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

Invesco's MBIN Position: Q2 2026 in Review

Invesco increased its Merchants Bancorp (MBIN) stake by 55% in Q2 2026, buying an estimated $4.05M and bringing the position to 240,395 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Invesco first reported a position in MBIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $25.4M in Q3 2024. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Invesco held 240,395 shares of Merchants Bancorp worth $12M as of Q2 2026.
  • Invesco bought 85,328 Merchants Bancorp shares in Q2 2026, an estimated $4.05M.
  • Merchants Bancorp made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1803 holding.
  • Invesco first reported a position in Merchants Bancorp in Q1 2020 and has held it in 26 quarters since.
  • Invesco's Merchants Bancorp position peaked at $25.4M in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.