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Peloton Wealth Strategists’s Merchants Bancorp MBIN Stock Holding History

Peloton Wealth Strategists’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 		$267K Hold
5,333
– – 0.1% 86
2026
Q1 		$229K Sell
5,333
-652
-11% -$26.6K 0.09% 85
2025
Q4 		$204K Sell
5,985
-310
-5% -$10.2K 0.08% 89
2025
Q3 		$200K Sell
6,295
-440
-7% -$14.4K 0.08% 93
2025
Q2 		$223K Hold
6,735
– – 0.09% 86
2025
Q1 		$249K Hold
6,735
– – 0.1% 89
2024
Q4 		$246K Hold
6,735
– – 0.1% 87
2024
Q3 		$303K Hold
6,735
– – 0.12% 88
2024
Q2 		$273K Sell
6,735
-390
-5% -$16K 0.11% 87
2024
Q1 		$308K Hold
7,125
– – 0.13% 85
2023
Q4 		$303K Buy
+7,125
New +$234K 0.13% 86
2022
Q1 		– Sell
-7,125
Closed -$225K – 88
2021
Q4 		$225K Buy
+7,125
New +$214K 0.09% 86

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

Peloton Wealth Strategists's MBIN Position: Q2 2026 in Review

Peloton Wealth Strategists held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 5,333 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #86.

Peloton Wealth Strategists first reported a position in MBIN in Q4 2021 and has held it in 12 quarters since. The position peaked at $308K in Q1 2024. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Peloton Wealth Strategists held 5,333 shares of Merchants Bancorp worth $267K as of Q2 2026.
  • Peloton Wealth Strategists left its Merchants Bancorp share count unchanged in Q2 2026.
  • Merchants Bancorp made up 0.1% of Peloton Wealth Strategists's portfolio in Q2 2026, its #86 holding.
  • Peloton Wealth Strategists first reported a position in Merchants Bancorp in Q4 2021 and has held it in 12 quarters since.
  • Peloton Wealth Strategists's Merchants Bancorp position peaked at $308K in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.