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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
Q2 		$26.4M Sell
527,047
-40,220
-7% -$1.91M 0.21% 153
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 $2.31B 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates's MBIN Position: Q2 2026 in Review

Royce & Associates reduced its Merchants Bancorp (MBIN) stake by 7.1% in Q2 2026, selling an estimated $1.91M and leaving 527,047 shares worth $26.4M. The position accounts for 0.21% of the portfolio, ranked #153.

Royce & Associates first reported a position in MBIN in Q4 2018 and has held it in 17 quarters since. The position peaked at $27.5M in Q4 2025. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Royce & Associates held 527,047 shares of Merchants Bancorp worth $26.4M as of Q2 2026.
  • Royce & Associates sold 40,220 Merchants Bancorp shares in Q2 2026, an estimated $1.91M.
  • Merchants Bancorp made up 0.21% of Royce & Associates's portfolio in Q2 2026, its #153 holding.
  • Royce & Associates first reported a position in Merchants Bancorp in Q4 2018 and has held it in 17 quarters since.
  • Royce & Associates's Merchants Bancorp position peaked at $27.5M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.