Marshall Wace
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Marshall Wace’s Merchants Bancorp MBIN Stock Holding History

Marshall Wace’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 		– Sell
-140,168
Closed -$4.77M – 3504
2025
Q4 		$4.77M Buy
140,168
+13,166
+10% +$432K ﹤0.01% 1179
2025
Q3 		$4.04M Sell
127,002
-154,068
-55% -$5.06M ﹤0.01% 1272
2025
Q2 		$9.29M Sell
281,070
-16,729
-6% -$541K 0.01% 864
2025
Q1 		$11M Buy
297,799
+50,920
+21% +$2.01M 0.01% 738
2024
Q4 		$9M Buy
246,879
+16,425
+7% +$664K 0.01% 836
2024
Q3 		$10.4M Sell
230,454
-134,836
-37% -$5.98M 0.01% 750
2024
Q2 		$14.8M Buy
365,290
+359,991
+6,794% +$14.8M 0.02% 589
2024
Q1 		$229K Sell
5,299
-10,271
-66% -$430K ﹤0.01% 2197
2023
Q4 		$663K Buy
+15,570
New +$512K ﹤0.01% 1613
2022
Q4 		– Sell
-12,949
Closed -$298K – 3214
2022
Q3 		$298K Buy
+12,949
New +$332K ﹤0.01% 2953
2022
Q1 		– Sell
-1,964
Closed -$62K – 3730
2021
Q4 		$62K Buy
+1,964
New +$59K ﹤0.01% 3506
2020
Q4 		– Sell
-20,504
Closed -$269K – 2060
2020
Q3 		$269K Sell
20,504
-10,827
-35% -$137K ﹤0.01% 1394
2020
Q2 		$386K Hold
31,331
– – ﹤0.01% 1266
2020
Q1 		$317K Sell
31,331
-37,498
-54% -$460K ﹤0.01% 1080
2019
Q4 		$904K Sell
68,829
-30,618
-31% -$357K 0.01% 1010
2019
Q3 		$1.1M Buy
99,447
+33,220
+50% +$369K 0.01% 926
2019
Q2 		$752K Buy
+66,227
New +$908K 0.01% 998

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

Marshall Wace's MBIN Position: Q1 2026 in Review

Marshall Wace sold out of Merchants Bancorp (MBIN) in Q1 2026, closing a stake of 140,168 shares — an estimated $4.77M sold.

Marshall Wace first reported a position in MBIN in Q2 2019 and held it in 17 quarters. The position peaked at $14.8M in Q2 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Marshall Wace reported no remaining Merchants Bancorp position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 140,168 Merchants Bancorp shares in Q1 2026, an estimated $4.77M.
  • Marshall Wace first reported a position in Merchants Bancorp in Q2 2019 and held it in 17 quarters.
  • Marshall Wace's Merchants Bancorp position peaked at $14.8M in Q2 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.