Mackenzie Financial
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Mackenzie Financial’s Merchants Bancorp MBIN Stock Holding History

Mackenzie 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 		– Sell
-87,093
Closed -$3.74M – 1639
2026
Q1 		$3.74M Buy
87,093
+29,769
+52% +$1.21M ﹤0.01% 765
2025
Q4 		$1.93M Buy
57,324
+38,262
+201% +$1.26M ﹤0.01% 883
2025
Q3 		$606K Buy
19,062
+2,905
+18% +$95.3K ﹤0.01% 1203
2025
Q2 		$534K Buy
16,157
+4,175
+35% +$135K ﹤0.01% 1208
2025
Q1 		$443K Buy
11,982
+1,160
+11% +$45.8K ﹤0.01% 1239
2024
Q4 		$395K Buy
+10,822
New +$438K ﹤0.01% 1270

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mackenzie Financial's MBIN Position: Q2 2026 in Review

Mackenzie Financial sold out of Merchants Bancorp (MBIN) in Q2 2026, closing a stake of 87,093 shares — an estimated $3.74M sold.

Mackenzie Financial first reported a position in MBIN in Q4 2024 and held it in 6 quarters. The position peaked at $3.74M in Q1 2026. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Mackenzie Financial reported no remaining Merchants Bancorp position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 87,093 Merchants Bancorp shares in Q2 2026, an estimated $3.74M.
  • Mackenzie Financial first reported a position in Merchants Bancorp in Q4 2024 and held it in 6 quarters.
  • Mackenzie Financial's Merchants Bancorp position peaked at $3.74M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

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