Raymond James Financial Services Advisors’s Merchants Bancorp MBIN Stock Holding History

Raymond James Financial Services Advisors’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
2022 Q2	–	Sell	-7,639	Closed	-$209K	–	3355
2022 Q1	$209K	Buy	+7,639	New	+$227K	﹤0.01%	2939
2021 Q3	–	Sell	-32,816	Closed	-$858K	–	3364
2021 Q2	$858K	Buy	+32,816	New	+$910K	﹤0.01%	2047

Other funds holding MBIN

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

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

BCM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Raymond James Financial Services Advisors's MBIN Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of Merchants Bancorp (MBIN) in Q2 2022, closing a stake of 7,639 shares — an estimated $209K sold.

Raymond James Financial Services Advisors first reported a position in MBIN in Q2 2021 and held it in 2 quarters. The position peaked at $858K in Q2 2021. 114 funds tracked by Wall St. Rank hold MBIN as of Q2 2022.

Raymond James Financial Services Advisors reported no remaining Merchants Bancorp position as of Q2 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 7,639 Merchants Bancorp shares in Q2 2022, an estimated $209K.
Raymond James Financial Services Advisors first reported a position in Merchants Bancorp in Q2 2021 and held it in 2 quarters.
Raymond James Financial Services Advisors's Merchants Bancorp position peaked at $858K in Q2 2021.
114 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.