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Moran Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Moran Wealth Management’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
2025
Q1 		– Sell
-96,640
Closed -$3.52M – 472
2024
Q4 		$3.52M Buy
+96,640
New +$3.91M 0.11% 208

Other funds holding MBIN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moran Wealth Management's MBIN Position: Q1 2025 in Review

Moran Wealth Management sold out of Merchants Bancorp (MBIN) in Q1 2025, closing a stake of 96,640 shares — an estimated $3.52M sold.

Moran Wealth Management first reported a position in MBIN in Q4 2024 and held it in 1 quarter. The position peaked at $3.52M in Q4 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q1 2025.

  • Moran Wealth Management reported no remaining Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 96,640 Merchants Bancorp shares in Q1 2025, an estimated $3.52M.
  • Moran Wealth Management first reported a position in Merchants Bancorp in Q4 2024 and held it in 1 quarter.
  • Moran Wealth Management's Merchants Bancorp position peaked at $3.52M in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.