JO
MBIN icon

John Overdeck’s Merchants Bancorp MBIN Stock Holding History

John Overdeck’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 		$1.73M Sell
34,621
-7,000
-17% -$332K ﹤0.01% 3134
2026
Q1 		$1.79M Sell
41,621
-38,655
-48% -$1.58M ﹤0.01% 2846
2025
Q4 		$2.73M Sell
80,276
-95,478
-54% -$3.14M ﹤0.01% 2201
2025
Q3 		$5.59M Buy
175,754
+164,834
+1,509% +$5.41M 0.01% 1368
2025
Q2 		$361K Buy
+10,920
New +$353K ﹤0.01% 2723
2025
Q1 		– Sell
-35,150
Closed -$1.28M – 3381
2024
Q4 		$1.28M Buy
+35,150
New +$1.42M ﹤0.01% 2016
2024
Q3 		– Sell
-7,217
Closed -$293K – 3248
2024
Q2 		$293K Sell
7,217
-12,786
-64% -$525K ﹤0.01% 2604
2024
Q1 		$864K Sell
20,003
-5,712
-22% -$239K ﹤0.01% 2042
2023
Q4 		$1.09M Sell
25,715
-5,706
-18% -$188K ﹤0.01% 2019
2023
Q3 		$871K Buy
31,421
+9,002
+40% +$260K ﹤0.01% 2015
2023
Q2 		$573K Sell
22,419
-32,421
-59% -$802K ﹤0.01% 2275
2023
Q1 		$1.43M Buy
54,840
+978
+2% +$27.1K ﹤0.01% 1649
2022
Q4 		$1.31M Sell
53,862
-2,225
-4% -$54.2K ﹤0.01% 1562
2022
Q3 		$1.29M Buy
56,087
+21,124
+60% +$541K ﹤0.01% 1353
2022
Q2 		$793K Buy
34,963
+17,114
+96% +$417K ﹤0.01% 1643
2022
Q1 		$489K Buy
17,849
+2,393
+15% +$71.2K ﹤0.01% 2024
2021
Q4 		$488K Sell
15,456
-16,670
-52% -$500K ﹤0.01% 3278
2021
Q3 		$845K Buy
32,126
+8,771
+38% +$218K ﹤0.01% 2764
2021
Q2 		$611K Buy
+23,355
New +$647K ﹤0.01% 2920
2018
Q3 		– Sell
-47,915
Closed -$911K – 3430
2018
Q2 		$911K Buy
47,915
+2,273
+5% +$37K ﹤0.01% 2217
2018
Q1 		$654K Sell
45,642
-80,354
-64% -$1.13M ﹤0.01% 2293
2017
Q4 		$1.65M Buy
+125,996
New +$1.57M 0.01% 1611

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

John Overdeck's MBIN Position: Q2 2026 in Review

John Overdeck reduced its Merchants Bancorp (MBIN) stake by 17% in Q2 2026, selling an estimated $332K and leaving 34,621 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

John Overdeck first reported a position in MBIN in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.59M in Q3 2025. 187 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • John Overdeck held 34,621 shares of Merchants Bancorp worth $1.73M as of Q2 2026.
  • John Overdeck sold 7,000 Merchants Bancorp shares in Q2 2026, an estimated $332K.
  • Merchants Bancorp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3134 holding.
  • John Overdeck first reported a position in Merchants Bancorp in Q4 2017 and has held it in 22 quarters since.
  • John Overdeck's Merchants Bancorp position peaked at $5.59M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.