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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
Q2 		$2.7K Hold
54
– – ﹤0.01% 977
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 $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

JPL Wealth Management's MBIN Position: Q2 2026 in Review

JPL Wealth Management held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 54 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

JPL Wealth Management first reported a position in MBIN in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • JPL Wealth Management held 54 shares of Merchants Bancorp worth $2.7K as of Q2 2026.
  • JPL Wealth Management left its Merchants Bancorp share count unchanged in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #977 holding.
  • JPL Wealth Management first reported a position in Merchants Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.