Principal Financial Group
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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
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
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

Principal Financial Group's MBIN Position: Q1 2026 in Review

Principal Financial Group opened a new position in Merchants Bancorp (MBIN) in Q1 2026: 142,616 shares worth $6.12M. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in MBIN as recently as Q2 2024.

Principal Financial Group first reported a position in MBIN in Q2 2021 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Principal Financial Group held 142,616 shares of Merchants Bancorp worth $6.12M as of Q1 2026.
  • Merchants Bancorp was a new Principal Financial Group position in Q1 2026.
  • Merchants Bancorp made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1563 holding.
  • Principal Financial Group first reported a position in Merchants Bancorp in Q2 2021 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.