LPL Financial
MBIN icon

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
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

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

LPL Financial's MBIN Position: Q1 2026 in Review

LPL Financial reduced its Merchants Bancorp (MBIN) stake by 5.2% in Q1 2026, selling an estimated $77.9K and leaving 34,881 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3786.

LPL Financial first reported a position in MBIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • LPL Financial held 34,881 shares of Merchants Bancorp worth $1.5M as of Q1 2026.
  • LPL Financial sold 1,911 Merchants Bancorp shares in Q1 2026, an estimated $77.9K.
  • Merchants Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3786 holding.
  • LPL Financial first reported a position in Merchants Bancorp in Q1 2024 and has held it in 9 quarters since.
  • LPL Financial's Merchants Bancorp position peaked at $2.13M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.