SSG
MBIN icon

Summit Securities Group’s Merchants Bancorp MBIN Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-307
Closed -$11.2K – 982
2024
Q4 		$11.2K Buy
+307
New +$12.4K ﹤0.01% 435

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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 Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's MBIN Position: Q1 2025 in Review

Summit Securities Group sold out of Merchants Bancorp (MBIN) in Q1 2025, closing a stake of 307 shares — an estimated $11.2K sold.

Summit Securities Group first reported a position in MBIN in Q4 2024 and held it in 1 quarter. The position peaked at $11.2K in Q4 2024. 160 funds tracked by Wall St. Rank hold MBIN as of Q1 2025.

  • Summit Securities Group reported no remaining Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 307 Merchants Bancorp shares in Q1 2025, an estimated $11.2K.
  • Summit Securities Group first reported a position in Merchants Bancorp in Q4 2024 and held it in 1 quarter.
  • Summit Securities Group's Merchants Bancorp position peaked at $11.2K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.