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Rothschild Investment LLC’s Merchants Bancorp MBIN Stock Holding History

Rothschild Investment LLC’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 		$4.15K Hold
83
– – ﹤0.01% 2393
2026
Q1 		$3.56K Buy
83
+11
+15% +$448 ﹤0.01% 2239
2025
Q4 		$2.45K Buy
72
+42
+140% +$1.38K ﹤0.01% 2264
2025
Q3 		$954 Sell
30
-40
-57% -$1.31K ﹤0.01% 2598
2025
Q2 		$2.31K Buy
70
+20
+40% +$647 ﹤0.01% 1975
2025
Q1 		$1.85K Buy
50
+40
+400% +$1.58K ﹤0.01% 1944
2024
Q4 		$365 Sell
10
-15
-60% -$606 ﹤0.01% 2648
2024
Q3 		$1.12K Buy
25
+5
+25% +$222 ﹤0.01% 2092
2024
Q2 		$811 Buy
+20
New +$821 ﹤0.01% 1771

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Rothschild Investment LLC's MBIN Position: Q2 2026 in Review

Rothschild Investment LLC held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 83 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Rothschild Investment LLC first reported a position in MBIN in Q2 2024 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Rothschild Investment LLC held 83 shares of Merchants Bancorp worth $4.15K as of Q2 2026.
  • Rothschild Investment LLC left its Merchants Bancorp share count unchanged in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2393 holding.
  • Rothschild Investment LLC first reported a position in Merchants Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.