LJI Wealth Management
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LJI Wealth Management’s Merchants Bancorp MBIN Stock Holding History

LJI 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
2026
Q3 		$734K Hold
15,000
– – 0.1% 76
2026
Q2 		$750K Buy
+15,000
New +$712K 0.11% 84

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Principal Financial Group
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Sapient Capital
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Citigroup
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Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Verdence Capital Advisors
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James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

LJI Wealth Management's MBIN Position: Q3 2026 in Review

LJI Wealth Management held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 15,000 shares worth $734K. The position accounts for 0.1% of the portfolio, ranked #76.

LJI Wealth Management first reported a position in MBIN in Q2 2026 and has held it in 2 quarters since. The position peaked at $750K in Q2 2026. 64 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • LJI Wealth Management held 15,000 shares of Merchants Bancorp worth $734K as of Q3 2026.
  • LJI Wealth Management left its Merchants Bancorp share count unchanged in Q3 2026.
  • Merchants Bancorp made up 0.1% of LJI Wealth Management's portfolio in Q3 2026, its #76 holding.
  • LJI Wealth Management first reported a position in Merchants Bancorp in Q2 2026 and has held it in 2 quarters since.
  • LJI Wealth Management's Merchants Bancorp position peaked at $750K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.