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Sowell Financial Services’s Merchants Bancorp MBIN Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-7,987
Closed -$264K – 1112
2025
Q2 		$264K Sell
7,987
-598
-7% -$19.4K 0.01% 849
2025
Q1 		$318K Buy
+8,585
New +$339K 0.01% 737
2021
Q2 		– Sell
-14
Closed – – 1813
2021
Q1 		$0 Sell
14
-4
-22% -$93 ﹤0.01% 3221
2020
Q4 		$0 Buy
+18
New +$298 ﹤0.01% 2793

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sowell Financial Services's MBIN Position: Q3 2025 in Review

Sowell Financial Services sold out of Merchants Bancorp (MBIN) in Q3 2025, closing a stake of 7,987 shares — an estimated $264K sold.

Sowell Financial Services first reported a position in MBIN in Q4 2020 and held it in 4 quarters. The position peaked at $318K in Q1 2025. 158 funds tracked by Wall St. Rank hold MBIN as of Q3 2025.

  • Sowell Financial Services reported no remaining Merchants Bancorp position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 7,987 Merchants Bancorp shares in Q3 2025, an estimated $264K.
  • Sowell Financial Services first reported a position in Merchants Bancorp in Q4 2020 and held it in 4 quarters.
  • Sowell Financial Services's Merchants Bancorp position peaked at $318K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.