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Root Financial Partners’s Merchants Bancorp MBIN Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-19
Closed -$815 – 2024
2026
Q1 		$815 Buy
+19
New +$774 ﹤0.01% 2679

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SOADOR
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Root Financial Partners's MBIN Position: Q2 2026 in Review

Root Financial Partners sold out of Merchants Bancorp (MBIN) in Q2 2026, closing a stake of 19 shares — an estimated $815 sold.

Root Financial Partners first reported a position in MBIN in Q1 2026 and held it in 1 quarter. The position peaked at $815 in Q1 2026. 39 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Root Financial Partners reported no remaining Merchants Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Merchants Bancorp shares in Q2 2026, an estimated $815.
  • Root Financial Partners first reported a position in Merchants Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Merchants Bancorp position peaked at $815 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.