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Kestra Investment Management’s Merchants Bancorp MBIN Stock Holding History

Kestra Investment 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
Q1 		– Sell
-694
Closed -$25.3K – 1228
2024
Q4 		$25.3K Buy
+694
New +$28.1K ﹤0.01% 669

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Macquarie Group
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Investment Management's MBIN Position: Q1 2025 in Review

Kestra Investment Management sold out of Merchants Bancorp (MBIN) in Q1 2025, closing a stake of 694 shares — an estimated $25.3K sold.

Kestra Investment Management first reported a position in MBIN in Q4 2024 and held it in 1 quarter. The position peaked at $25.3K in Q4 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q1 2025.

  • Kestra Investment Management reported no remaining Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 694 Merchants Bancorp shares in Q1 2025, an estimated $25.3K.
  • Kestra Investment Management first reported a position in Merchants Bancorp in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Merchants Bancorp position peaked at $25.3K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.