Rockefeller Capital Management
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Rockefeller Capital Management’s Merchants Bancorp MBIN Stock Holding History

Rockefeller Capital 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
2026
Q1 		$62.5K Buy
1,456
+805
+124% +$32.8K ﹤0.01% 3150
2025
Q4 		$22.2K Buy
651
+201
+45% +$6.6K ﹤0.01% 3463
2025
Q3 		$14.3K Buy
+450
New +$14.8K ﹤0.01% 3504

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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

Rockefeller Capital Management's MBIN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Merchants Bancorp (MBIN) stake by 124% in Q1 2026, buying an estimated $32.8K and bringing the position to 1,456 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

Rockefeller Capital Management first reported a position in MBIN in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Rockefeller Capital Management held 1,456 shares of Merchants Bancorp worth $62.5K as of Q1 2026.
  • Rockefeller Capital Management bought 805 Merchants Bancorp shares in Q1 2026, an estimated $32.8K.
  • Merchants Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3150 holding.
  • Rockefeller Capital Management first reported a position in Merchants Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.