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
Q3 		$549K Buy
11,208
+9,752
+670% +$506K ﹤0.01% 2081
2026
Q2 		$72.8K Hold
1,456
– – ﹤0.01% 3161
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 $551B AUM 33.95% 1-Year Est. Return
State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Rockefeller Capital Management's MBIN Position: Q3 2026 in Review

Rockefeller Capital Management increased its Merchants Bancorp (MBIN) stake by 670% in Q3 2026, buying an estimated $506K and bringing the position to 11,208 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Rockefeller Capital Management first reported a position in MBIN in Q3 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • Rockefeller Capital Management held 11,208 shares of Merchants Bancorp worth $549K as of Q3 2026.
  • Rockefeller Capital Management bought 9,752 Merchants Bancorp shares in Q3 2026, an estimated $506K.
  • Merchants Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2081 holding.
  • Rockefeller Capital Management first reported a position in Merchants Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.