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Pinnacle Wealth Planning Services’s Merchants Bancorp MBIN Stock Holding History

Pinnacle Wealth Planning Services’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 		$15K Buy
300
+12
+4% +$570 ﹤0.01% 1908
2026
Q1 		$12.4K Buy
+288
New +$11.7K ﹤0.01% 1924

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

Pinnacle Wealth Planning Services's MBIN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Merchants Bancorp (MBIN) stake by 4.2% in Q2 2026, buying an estimated $570 and bringing the position to 300 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Pinnacle Wealth Planning Services first reported a position in MBIN in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 300 shares of Merchants Bancorp worth $15K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 12 Merchants Bancorp shares in Q2 2026, an estimated $570.
  • Merchants Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1908 holding.
  • Pinnacle Wealth Planning Services first reported a position in Merchants Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.