Principal Financial Group’s Merchants Bancorp MBIN Stock Holding History

Principal 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 Q2	$7.12M	Sell	142,476 -140	-0.1%	-$6.65K	﹤0.01%	1548
2026 Q1	$6.12M	Buy	+142,616	New	+$5.81M	﹤0.01%	1563
2024 Q3	–	Sell	-15,108	Closed	-$612K	–	2330
2024 Q2	$612K	Buy	15,108 +1,580	+12%	+$64.8K	﹤0.01%	1909
2024 Q1	$584K	Buy	+13,528	New	+$566K	﹤0.01%	1953
2022 Q3	–	Sell	-9,128	Closed	-$207K	–	2542
2022 Q2	$207K	Sell	9,128 -3,068	-25%	-$74.8K	﹤0.01%	2294
2022 Q1	$334K	Sell	12,196 -6,301	-34%	-$187K	﹤0.01%	2212
2021 Q4	$584K	Sell	18,497 -226	-1%	-$6.78K	﹤0.01%	2090
2021 Q3	$493K	Sell	18,723 -149	-0.8%	-$3.71K	﹤0.01%	2174
2021 Q2	$494K	Buy	+18,872	New	+$523K	﹤0.01%	2219

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Principal Financial Group's MBIN Position: Q2 2026 in Review

Principal Financial Group reduced its Merchants Bancorp (MBIN) stake by 0.1% in Q2 2026, selling an estimated $6.65K and leaving 142,476 shares worth $7.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Principal Financial Group first reported a position in MBIN in Q2 2021 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Principal Financial Group held 142,476 shares of Merchants Bancorp worth $7.12M as of Q2 2026.
Principal Financial Group sold 140 Merchants Bancorp shares in Q2 2026, an estimated $6.65K.
Merchants Bancorp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1548 holding.
Principal Financial Group first reported a position in Merchants Bancorp in Q2 2021 and has held it in 9 quarters since.
189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.