Raymond James Financial
MBIN icon

Raymond James Financial’s Merchants Bancorp MBIN Stock Holding History

Raymond James Financial’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 		$1.86M Sell
43,403
-40,226
-48% -$1.64M ﹤0.01% 3416
2025
Q4 		$2.85M Sell
83,629
-7,482
-8% -$246K ﹤0.01% 2981
2025
Q3 		$2.9M Buy
91,111
+7,200
+9% +$236K ﹤0.01% 2890
2025
Q2 		$2.77M Buy
83,911
+27,397
+48% +$887K ﹤0.01% 2814
2025
Q1 		$2.09M Sell
56,514
-920
-2% -$36.3K ﹤0.01% 2953
2024
Q4 		$2.09M Buy
+57,434
New +$2.32M ﹤0.01% 2935

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

Raymond James Financial's MBIN Position: Q1 2026 in Review

Raymond James Financial reduced its Merchants Bancorp (MBIN) stake by 48% in Q1 2026, selling an estimated $1.64M and leaving 43,403 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Raymond James Financial first reported a position in MBIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Raymond James Financial held 43,403 shares of Merchants Bancorp worth $1.86M as of Q1 2026.
  • Raymond James Financial sold 40,226 Merchants Bancorp shares in Q1 2026, an estimated $1.64M.
  • Merchants Bancorp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3416 holding.
  • Raymond James Financial first reported a position in Merchants Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Merchants Bancorp position peaked at $2.9M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.