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Larson Financial Group’s Merchants Bancorp MBIN Stock Holding History

Larson Financial 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
2026
Q2 		$10K Buy
200
+19
+10% +$902 ﹤0.01% 2403
2026
Q1 		$7.77K Buy
181
+16
+10% +$652 ﹤0.01% 2378
2025
Q4 		$5.62K Buy
165
+163
+8,150% +$5.35K ﹤0.01% 2406
2025
Q3 		$64 Buy
+2
New +$66 ﹤0.01% 3344

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

Larson Financial Group's MBIN Position: Q2 2026 in Review

Larson Financial Group increased its Merchants Bancorp (MBIN) stake by 10% in Q2 2026, buying an estimated $902 and bringing the position to 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Larson Financial Group first reported a position in MBIN in Q3 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Larson Financial Group held 200 shares of Merchants Bancorp worth $10K as of Q2 2026.
  • Larson Financial Group bought 19 Merchants Bancorp shares in Q2 2026, an estimated $902.
  • Merchants Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2403 holding.
  • Larson Financial Group first reported a position in Merchants Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.