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Keebeck Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Keebeck 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
2025
Q4 		– Sell
-10,000
Closed -$319K – 379
2025
Q3 		$319K Hold
10,000
– – 0.04% 293
2025
Q2 		$332K Buy
+10,000
New +$324K 0.04% 270

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American Century Companies
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Keebeck Wealth Management's MBIN Position: Q4 2025 in Review

Keebeck Wealth Management sold out of Merchants Bancorp (MBIN) in Q4 2025, closing a stake of 10,000 shares — an estimated $319K sold.

Keebeck Wealth Management first reported a position in MBIN in Q2 2025 and held it in 2 quarters. The position peaked at $332K in Q2 2025. 150 funds tracked by Wall St. Rank hold MBIN as of Q4 2025.

  • Keebeck Wealth Management reported no remaining Merchants Bancorp position as of Q4 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 10,000 Merchants Bancorp shares in Q4 2025, an estimated $319K.
  • Keebeck Wealth Management first reported a position in Merchants Bancorp in Q2 2025 and held it in 2 quarters.
  • Keebeck Wealth Management's Merchants Bancorp position peaked at $332K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2025.

Based on Keebeck Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.