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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Larson Financial Group's MBIN Position: Q1 2026 in Review

Larson Financial Group increased its Merchants Bancorp (MBIN) stake by 9.7% in Q1 2026, buying an estimated $652 and bringing the position to 181 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Larson Financial Group first reported a position in MBIN in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Larson Financial Group held 181 shares of Merchants Bancorp worth $7.77K as of Q1 2026.
  • Larson Financial Group bought 16 Merchants Bancorp shares in Q1 2026, an estimated $652.
  • Merchants Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2378 holding.
  • Larson Financial Group first reported a position in Merchants Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.