PWS
MBIN icon

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
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 $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

Peloton Wealth Strategists's MBIN Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Merchants Bancorp (MBIN) stake by 11% in Q1 2026, selling an estimated $26.6K and leaving 5,333 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #85.

Peloton Wealth Strategists first reported a position in MBIN in Q4 2021 and has held it in 11 quarters since. The position peaked at $308K in Q1 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Peloton Wealth Strategists held 5,333 shares of Merchants Bancorp worth $229K as of Q1 2026.
  • Peloton Wealth Strategists sold 652 Merchants Bancorp shares in Q1 2026, an estimated $26.6K.
  • Merchants Bancorp made up 0.09% of Peloton Wealth Strategists's portfolio in Q1 2026, its #85 holding.
  • Peloton Wealth Strategists first reported a position in Merchants Bancorp in Q4 2021 and has held it in 11 quarters since.
  • Peloton Wealth Strategists's Merchants Bancorp position peaked at $308K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.