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 Q2	$301	Buy	+6	New	+$285	﹤0.01%	2060

Other funds holding MBIN

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

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

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JFS Wealth Advisors's MBIN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 6 shares worth $301. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings.

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

JFS Wealth Advisors held 6 shares of Merchants Bancorp worth $301 as of Q2 2026.
Merchants Bancorp was a new JFS Wealth Advisors position in Q2 2026.
Merchants Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2060 holding.
39 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.