NewEdge Wealth’s Merchants Bancorp MBIN Stock Holding History

NewEdge Wealth’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 Q2	–	Sell	-12,384	Closed	-$458K	–	1005
2025 Q1	$458K	Buy	12,384 +2,199	+22%	+$86.7K	0.01%	675
2024 Q4	$371K	Buy	+10,185	New	+$412K	0.01%	708

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFC

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

NewEdge Wealth's MBIN Position: Q2 2025 in Review

NewEdge Wealth sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 12,384 shares — an estimated $458K sold.

NewEdge Wealth first reported a position in MBIN in Q4 2024 and held it in 2 quarters. The position peaked at $458K in Q1 2025. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

NewEdge Wealth reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 12,384 Merchants Bancorp shares in Q2 2025, an estimated $458K.
NewEdge Wealth first reported a position in Merchants Bancorp in Q4 2024 and held it in 2 quarters.
NewEdge Wealth's Merchants Bancorp position peaked at $458K in Q1 2025.
150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.