LPL Financial’s Merchants Bancorp MBIN Stock Holding History

LPL Financial’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	$1.7M	Sell	33,978 -903	-3%	-$42.9K	﹤0.01%	3928
2026 Q1	$1.5M	Sell	34,881 -1,911	-5%	-$77.9K	﹤0.01%	3786
2025 Q4	$1.25M	Sell	36,792 -2,988	-8%	-$98.1K	﹤0.01%	3835
2025 Q3	$1.27M	Sell	39,780 -271	-0.7%	-$8.89K	﹤0.01%	3773
2025 Q2	$1.32M	Sell	40,051 -8,378	-17%	-$271K	﹤0.01%	3497
2025 Q1	$1.79M	Buy	48,429 +526	+1%	+$20.7K	﹤0.01%	3046
2024 Q4	$1.75M	Buy	47,903 +527	+1%	+$21.3K	﹤0.01%	2984
2024 Q3	$2.13M	Buy	47,376 +9	+0%	+$399	﹤0.01%	2672
2024 Q2	$1.92M	Buy	47,367 +8,242	+21%	+$338K	﹤0.01%	2637
2024 Q1	$1.69M	Buy	+39,125	New	+$1.64M	﹤0.01%	2686

Other funds holding MBIN

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

LPL Financial's MBIN Position: Q2 2026 in Review

LPL Financial reduced its Merchants Bancorp (MBIN) stake by 2.6% in Q2 2026, selling an estimated $42.9K and leaving 33,978 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

LPL Financial first reported a position in MBIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2024. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

LPL Financial held 33,978 shares of Merchants Bancorp worth $1.7M as of Q2 2026.
LPL Financial sold 903 Merchants Bancorp shares in Q2 2026, an estimated $42.9K.
Merchants Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3928 holding.
LPL Financial first reported a position in Merchants Bancorp in Q1 2024 and has held it in 10 quarters since.
LPL Financial's Merchants Bancorp position peaked at $2.13M in Q3 2024.
188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.