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
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 $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

Mackenzie Financial's MBIN Position: Q1 2026 in Review

Mackenzie Financial increased its Merchants Bancorp (MBIN) stake by 52% in Q1 2026, buying an estimated $1.21M and bringing the position to 87,093 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Mackenzie Financial first reported a position in MBIN in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Mackenzie Financial held 87,093 shares of Merchants Bancorp worth $3.74M as of Q1 2026.
  • Mackenzie Financial bought 29,769 Merchants Bancorp shares in Q1 2026, an estimated $1.21M.
  • Merchants Bancorp made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #765 holding.
  • Mackenzie Financial first reported a position in Merchants Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

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