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Steward Partners Investment Advisory’s Merchants Bancorp MBIN Stock Holding History

Steward Partners Investment Advisory’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 		$4.63K Sell
108
-7
-6% -$285 ﹤0.01% 3821
2025
Q4 		$3.92K Hold
115
– – ﹤0.01% 3768
2025
Q3 		$3.66K Hold
115
– – ﹤0.01% 3749
2025
Q2 		$3.8K Hold
115
– – ﹤0.01% 3568
2025
Q1 		$4.25K Hold
115
– – ﹤0.01% 3425
2024
Q4 		$4.19K Hold
115
– – ﹤0.01% 3424
2024
Q3 		$5.17K Hold
115
– – ﹤0.01% 3178
2024
Q2 		$4.66K Hold
115
– – ﹤0.01% 3066
2024
Q1 		$4.97K Sell
115
-3
-3% -$126 ﹤0.01% 3047
2023
Q4 		$5.02K Hold
118
– – ﹤0.01% 2957
2023
Q3 		$3.27K Hold
118
– – ﹤0.01% 2955
2023
Q2 		$3.02K Hold
118
– – ﹤0.01% 2944
2023
Q1 		$3.07K Sell
118
-66
-36% -$1.83K ﹤0.01% 2932
2022
Q4 		$4.47K Sell
184
-437
-70% -$10.6K ﹤0.01% 2808
2022
Q3 		$14K Sell
621
-18
-3% -$461 ﹤0.01% 2392
2022
Q2 		$14K Sell
639
-847
-57% -$20.7K ﹤0.01% 2384
2022
Q1 		$41K Sell
1,486
-4
-0.3% -$119 ﹤0.01% 2022
2021
Q4 		$47K Hold
1,490
– – ﹤0.01% 1948
2021
Q3 		$39K Sell
1,490
-94
-6% -$2.34K ﹤0.01% 2011
2021
Q2 		$41K Buy
1,584
+21
+1% +$582 ﹤0.01% 3734
2021
Q1 		$43.7K Buy
+1,563
New +$36.2K ﹤0.01% 2060

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's MBIN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Merchants Bancorp (MBIN) stake by 6.1% in Q1 2026, selling an estimated $285 and leaving 108 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Steward Partners Investment Advisory first reported a position in MBIN in Q1 2021 and has held it in 21 quarters since. The position peaked at $47K in Q4 2021. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Steward Partners Investment Advisory held 108 shares of Merchants Bancorp worth $4.63K as of Q1 2026.
  • Steward Partners Investment Advisory sold 7 Merchants Bancorp shares in Q1 2026, an estimated $285.
  • Merchants Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3821 holding.
  • Steward Partners Investment Advisory first reported a position in Merchants Bancorp in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Merchants Bancorp position peaked at $47K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.