Ritholtz Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Ritholtz Wealth Management’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 Q1	–	Sell	-6,716	Closed	-$212K	–	590
2021 Q4	$212K	Buy	+6,716	New	+$202K	0.01%	495
2021 Q2	–	Sell	-10,215	Closed	-$286K	–	553
2021 Q1	$286K	Sell	10,215 -930	-8%	-$21.6K	0.02%	318
2020 Q4	$205K	Buy	+11,145	New	+$184K	0.02%	340

Other funds holding MBIN

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

BCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

VFA

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

MCM

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

Ritholtz Wealth Management's MBIN Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Merchants Bancorp (MBIN) in Q1 2022, closing a stake of 6,716 shares — an estimated $212K sold.

Ritholtz Wealth Management first reported a position in MBIN in Q4 2020 and held it in 3 quarters. The position peaked at $286K in Q1 2021. 121 funds tracked by Wall St. Rank hold MBIN as of Q1 2022.

Ritholtz Wealth Management reported no remaining Merchants Bancorp position as of Q1 2022 after selling out during the quarter.
Ritholtz Wealth Management sold 6,716 Merchants Bancorp shares in Q1 2022, an estimated $212K.
Ritholtz Wealth Management first reported a position in Merchants Bancorp in Q4 2020 and held it in 3 quarters.
Ritholtz Wealth Management's Merchants Bancorp position peaked at $286K in Q1 2021.
121 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.