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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Pinnacle Wealth Planning Services's MBIN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Merchants Bancorp (MBIN) in Q1 2026: 288 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings.

178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

Pinnacle Wealth Planning Services held 288 shares of Merchants Bancorp worth $12.4K as of Q1 2026.
Merchants Bancorp was a new Pinnacle Wealth Planning Services position in Q1 2026.
Merchants Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1924 holding.
178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.