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JPL Wealth Management’s Merchants Bancorp MBIN Stock Holding History

JPL Wealth Management’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
Q1 		$2.32K Buy
+54
New +$2.2K ﹤0.01% 930

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JPL Wealth Management's MBIN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Merchants Bancorp (MBIN) in Q1 2026: 54 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • JPL Wealth Management held 54 shares of Merchants Bancorp worth $2.32K as of Q1 2026.
  • Merchants Bancorp was a new JPL Wealth Management position in Q1 2026.
  • Merchants Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #930 holding.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.