R Squared’s Merchants Bancorp MBIN Stock Holding History

R Squared’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
2025 Q1	–	Sell	-60	Closed	-$2.19K	–	976
2024 Q4	$2.19K	Buy	+60	New	+$2.43K	﹤0.01%	1456

Other funds holding MBIN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

R Squared's MBIN Position: Q1 2025 in Review

R Squared sold out of Merchants Bancorp (MBIN) in Q1 2025, closing a stake of 60 shares — an estimated $2.19K sold.

R Squared first reported a position in MBIN in Q4 2024 and held it in 1 quarter. The position peaked at $2.19K in Q4 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q1 2025.

R Squared reported no remaining Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
R Squared sold 60 Merchants Bancorp shares in Q1 2025, an estimated $2.19K.
R Squared first reported a position in Merchants Bancorp in Q4 2024 and held it in 1 quarter.
R Squared's Merchants Bancorp position peaked at $2.19K in Q4 2024.
160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.