LWM
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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
Q2 		$750K Buy
+15,000
New +$712K 0.11% 84

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LJI Wealth Management's MBIN Position: Q2 2026 in Review

LJI Wealth Management opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 15,000 shares worth $750K. The stake represents 0.11% of the portfolio and ranks #84 among its holdings.

51 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • LJI Wealth Management held 15,000 shares of Merchants Bancorp worth $750K as of Q2 2026.
  • Merchants Bancorp was a new LJI Wealth Management position in Q2 2026.
  • Merchants Bancorp made up 0.11% of LJI Wealth Management's portfolio in Q2 2026, its #84 holding.
  • 51 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.