JFS Wealth Advisors
MBIN icon

JFS Wealth Advisors’s Merchants Bancorp MBIN Stock Holding History

JFS Wealth 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 		$295 Hold
6
– – ﹤0.01% 2020
2026
Q2 		$301 Buy
+6
New +$285 ﹤0.01% 2060

Other funds holding MBIN

Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JFS Wealth Advisors's MBIN Position: Q3 2026 in Review

JFS Wealth Advisors held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 6 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

JFS Wealth Advisors first reported a position in MBIN in Q2 2026 and has held it in 2 quarters since. The position peaked at $301 in Q2 2026. 84 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • JFS Wealth Advisors held 6 shares of Merchants Bancorp worth $295 as of Q3 2026.
  • JFS Wealth Advisors left its Merchants Bancorp share count unchanged in Q3 2026.
  • Merchants Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2020 holding.
  • JFS Wealth Advisors first reported a position in Merchants Bancorp in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Merchants Bancorp position peaked at $301 in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.