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NewEdge Advisors’s Merchants Bancorp MBIN Stock Holding History

NewEdge Advisors’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 		$101 Hold
2
– – ﹤0.01% 4145
2026
Q1 		$87 Hold
2
– – ﹤0.01% 4089
2025
Q4 		$69 Hold
2
– – ﹤0.01% 4164
2025
Q3 		$64 Hold
2
– – ﹤0.01% 4050
2025
Q2 		$66 Sell
2
-606
-100% -$19.6K ﹤0.01% 3918
2025
Q1 		$22.5K Buy
+608
New +$24K ﹤0.01% 2824

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

NewEdge Advisors's MBIN Position: Q2 2026 in Review

NewEdge Advisors held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 2 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

NewEdge Advisors first reported a position in MBIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.5K in Q1 2025. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • NewEdge Advisors held 2 shares of Merchants Bancorp worth $101 as of Q2 2026.
  • NewEdge Advisors left its Merchants Bancorp share count unchanged in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4145 holding.
  • NewEdge Advisors first reported a position in Merchants Bancorp in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Advisors's Merchants Bancorp position peaked at $22.5K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.