KIG
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Kessler Investment Group’s Merchants Bancorp MBIN Stock Holding History

Kessler Investment Group’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
2023
Q3 		– Sell
-477
Closed -$12.2K – 169
2023
Q2 		$12.2K Sell
477
-6,108
-93% -$151K 0.01% 116
2023
Q1 		$171K Hold
6,585
– – 0.12% 74
2022
Q4 		$160K Sell
6,585
-80
-1% -$1.95K 0.17% 63
2022
Q3 		$154K Sell
6,665
-3,824
-36% -$97.9K 0.13% 69
2022
Q2 		$238K Hold
10,489
– – 0.21% 50
2022
Q1 		$287K Sell
10,489
-4
-0% -$119 0.17% 61
2021
Q4 		$331K Sell
10,493
-991
-9% -$29.8K 0.19% 56
2021
Q3 		$302K Buy
11,484
+19
+0.2% +$472 0.21% 64
2021
Q2 		$300K Buy
11,465
+27
+0.2% +$749 0.24% 54
2021
Q1 		$320K Buy
11,438
+11
+0.1% +$255 0.42% 29
2020
Q4 		$210K Buy
+11,427
New +$189K 0.23% 39

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Kessler Investment Group's MBIN Position: Q3 2023 in Review

Kessler Investment Group sold out of Merchants Bancorp (MBIN) in Q3 2023, closing a stake of 477 shares — an estimated $12.2K sold.

Kessler Investment Group first reported a position in MBIN in Q4 2020 and held it in 11 quarters. The position peaked at $331K in Q4 2021. 121 funds tracked by Wall St. Rank hold MBIN as of Q3 2023.

  • Kessler Investment Group reported no remaining Merchants Bancorp position as of Q3 2023 after selling out during the quarter.
  • Kessler Investment Group sold 477 Merchants Bancorp shares in Q3 2023, an estimated $12.2K.
  • Kessler Investment Group first reported a position in Merchants Bancorp in Q4 2020 and held it in 11 quarters.
  • Kessler Investment Group's Merchants Bancorp position peaked at $331K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2023.

Based on Kessler Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.