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Royce & Associates’s Merchants Bancorp MBIN Stock Holding History

Royce & Associates’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 		$24.3M Sell
567,267
-241,047
-30% -$9.83M 0.24% 109
2025
Q4 		$27.5M Sell
808,314
-53,805
-6% -$1.77M 0.28% 100
2025
Q3 		$27.4M Buy
862,119
+79,707
+10% +$2.62M 0.27% 108
2025
Q2 		$25.9M Buy
782,412
+95,905
+14% +$3.1M 0.27% 114
2025
Q1 		$25.4M Buy
686,507
+120,262
+21% +$4.74M 0.28% 103
2024
Q4 		$20.7M Buy
566,245
+76,056
+16% +$3.07M 0.19% 153
2024
Q3 		$22M Buy
490,189
+288,553
+143% +$12.8M 0.2% 144
2024
Q2 		$8.17M Buy
+201,636
New +$8.27M 0.08% 372
2024
Q1 		– Sell
-4,795
Closed -$204K – 909
2023
Q4 		$204K Buy
+4,795
New +$158K ﹤0.01% 846
2020
Q3 		– Sell
-3,693
Closed -$46K – 1095
2020
Q2 		$46K Buy
3,693
+591
+19% +$6.24K ﹤0.01% 1044
2020
Q1 		$31K Sell
3,102
-176
-5% -$2.16K ﹤0.01% 1056
2019
Q4 		$43K Sell
3,278
-442
-12% -$5.16K ﹤0.01% 1055
2019
Q3 		$41K Buy
3,720
+1,392
+60% +$15.4K ﹤0.01% 1071
2019
Q2 		$26K Buy
2,328
+201
+9% +$2.75K ﹤0.01% 1099
2019
Q1 		$30K Buy
2,127
+613
+40% +$8.46K ﹤0.01% 1088
2018
Q4 		$20K Buy
+1,514
New +$22.7K ﹤0.01% 1108

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM