New York Life Investment Management’s Merchants Bancorp MBIN Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-8,729	Closed	-$377K	–	1134
2024 Q1	$377K	Sell	8,729 -4,533	-34%	-$190K	﹤0.01%	872
2023 Q4	$565K	Sell	13,262 -389	-3%	-$12.8K	0.01%	788
2023 Q3	$378K	Sell	13,651 -2,176	-14%	-$62.8K	﹤0.01%	940
2023 Q2	$405K	Sell	15,827 -1,683	-10%	-$41.7K	﹤0.01%	985
2023 Q1	$456K	Sell	17,510 -3,209	-15%	-$88.9K	0.01%	1134
2022 Q4	$504K	Buy	20,719 +2,336	+13%	+$56.9K	0.01%	926
2022 Q3	$424K	Buy	18,383 +1,351	+8%	+$34.6K	0.01%	890
2022 Q2	$386K	Buy	+17,032	New	+$415K	﹤0.01%	1008

Other funds holding MBIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

New York Life Investment Management's MBIN Position: Q2 2024 in Review

New York Life Investment Management sold out of Merchants Bancorp (MBIN) in Q2 2024, closing a stake of 8,729 shares — an estimated $377K sold.

New York Life Investment Management first reported a position in MBIN in Q2 2022 and held it in 8 quarters. The position peaked at $565K in Q4 2023. 174 funds tracked by Wall St. Rank hold MBIN as of Q2 2024.

New York Life Investment Management reported no remaining Merchants Bancorp position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 8,729 Merchants Bancorp shares in Q2 2024, an estimated $377K.
New York Life Investment Management first reported a position in Merchants Bancorp in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Merchants Bancorp position peaked at $565K in Q4 2023.
174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.