State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Merchants Bancorp MBIN Stock Holding History

State of Wisconsin Investment Board’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
2024
Q4 		– Sell
-11,929
Closed -$536K – 2332
2024
Q3 		$536K Buy
11,929
+3,300
+38% +$146K ﹤0.01% 1836
2024
Q2 		$350K Sell
8,629
-8,589
-50% -$352K ﹤0.01% 1983
2024
Q1 		$743K Buy
17,218
+8,029
+87% +$336K ﹤0.01% 1536
2023
Q4 		$391K Sell
9,189
-7,869
-46% -$259K ﹤0.01% 1893
2023
Q3 		$473K Buy
17,058
+3,041
+22% +$87.8K ﹤0.01% 1814
2023
Q2 		$359K Sell
14,017
-7,203
-34% -$178K ﹤0.01% 1933
2023
Q1 		$553K Sell
21,220
-5,979
-22% -$166K ﹤0.01% 1830
2022
Q4 		$661K Buy
27,199
+922
+4% +$22.4K ﹤0.01% 1770
2022
Q3 		$606K Sell
26,277
-5,839
-18% -$150K ﹤0.01% 1865
2022
Q2 		$728K Buy
32,116
+17,966
+127% +$438K ﹤0.01% 1852
2022
Q1 		$387K Buy
14,150
+2,300
+19% +$68.4K ﹤0.01% 2025
2021
Q4 		$374K Sell
11,850
-1,800
-13% -$54K ﹤0.01% 1786
2021
Q3 		$359K Hold
13,650
– – ﹤0.01% 1802
2021
Q2 		$357K Hold
13,650
– – ﹤0.01% 1818
2021
Q1 		$382K Sell
13,650
-300
-2% -$6.96K ﹤0.01% 1671
2020
Q4 		$257K Buy
+13,950
New +$231K ﹤0.01% 1909

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 $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State of Wisconsin Investment Board's MBIN Position: Q4 2024 in Review

State of Wisconsin Investment Board sold out of Merchants Bancorp (MBIN) in Q4 2024, closing a stake of 11,929 shares — an estimated $536K sold.

State of Wisconsin Investment Board first reported a position in MBIN in Q4 2020 and held it in 16 quarters. The position peaked at $743K in Q1 2024. 170 funds tracked by Wall St. Rank hold MBIN as of Q4 2024.

  • State of Wisconsin Investment Board reported no remaining Merchants Bancorp position as of Q4 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 11,929 Merchants Bancorp shares in Q4 2024, an estimated $536K.
  • State of Wisconsin Investment Board first reported a position in Merchants Bancorp in Q4 2020 and held it in 16 quarters.
  • State of Wisconsin Investment Board's Merchants Bancorp position peaked at $743K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2024, filed 14 Feb 2025.