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Oxford Financial Group’s Merchants Bancorp MBIN Stock Holding History

Oxford Financial Group’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 		$478K Hold
11,137
– – 0.03% 168
2025
Q4 		$379K Hold
11,137
– – 0.02% 171
2025
Q3 		$354K Hold
11,137
– – 0.02% 171
2025
Q2 		$368K Buy
+11,137
New +$360K 0.02% 158
2024
Q4 		– Sell
-11,137
Closed -$501K – 316
2024
Q3 		$501K Sell
11,137
-16
-0.1% -$710 0.03% 140
2024
Q2 		$452K Buy
11,153
+8
+0.1% +$328 0.03% 160
2024
Q1 		$481K Buy
11,145
+8
+0.1% +$335 0.03% 141
2023
Q4 		$474K Hold
11,137
– – 0.03% 145
2023
Q3 		$309K Hold
11,137
– – 0.03% 168
2023
Q2 		$285K Hold
11,137
– – 0.03% 182
2023
Q1 		$290K Hold
11,137
– – 0.03% 154
2022
Q4 		$271K Hold
11,137
– – 0.03% 167
2022
Q3 		$257K Hold
11,137
– – 0.04% 152
2022
Q2 		$252K Hold
11,137
– – 0.04% 166
2022
Q1 		$305K Sell
11,137
-1
-0% -$30 0.04% 157
2021
Q4 		$351K Sell
11,138
-3,304
-23% -$99.2K 0.04% 151
2021
Q3 		$380K Hold
14,442
– – 0.05% 132
2021
Q2 		$378K Hold
14,442
– – 0.05% 128
2021
Q1 		$404K Sell
14,442
-9,933
-41% -$230K 0.06% 125
2020
Q4 		$449K Hold
24,375
– – 0.07% 110
2020
Q3 		$320K Hold
24,375
– – 0.05% 128
2020
Q2 		$300K Hold
24,375
– – 0.05% 125
2020
Q1 		$247K Buy
+24,375
New +$299K 0.05% 137

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

Oxford Financial Group's MBIN Position: Q1 2026 in Review

Oxford Financial Group held its Merchants Bancorp (MBIN) position steady in Q1 2026 at 11,137 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #168.

Oxford Financial Group first reported a position in MBIN in Q1 2020 and has held it in 23 quarters since. The position peaked at $501K in Q3 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Oxford Financial Group held 11,137 shares of Merchants Bancorp worth $478K as of Q1 2026.
  • Oxford Financial Group left its Merchants Bancorp share count unchanged in Q1 2026.
  • Merchants Bancorp made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #168 holding.
  • Oxford Financial Group first reported a position in Merchants Bancorp in Q1 2020 and has held it in 23 quarters since.
  • Oxford Financial Group's Merchants Bancorp position peaked at $501K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.