Rise Advisors’s Merchants Bancorp MBIN Stock Holding History

Rise 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
2025 Q2	–	Sell	-24	Closed	-$888	–	1611
2025 Q1	$888	Buy	+24	New	+$947	﹤0.01%	1298

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

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

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

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

BFC

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

Rise Advisors's MBIN Position: Q2 2025 in Review

Rise Advisors sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 24 shares — an estimated $888 sold.

Rise Advisors first reported a position in MBIN in Q1 2025 and held it in 1 quarter. The position peaked at $888 in Q1 2025. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

Rise Advisors reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 24 Merchants Bancorp shares in Q2 2025, an estimated $888.
Rise Advisors first reported a position in Merchants Bancorp in Q1 2025 and held it in 1 quarter.
Rise Advisors's Merchants Bancorp position peaked at $888 in Q1 2025.
150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.