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Sunbelt Securities’s Merchants Bancorp MBIN Stock Holding History

Sunbelt Securities’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 		$43 Sell
1
-3
-75% -$122 ﹤0.01% 2795
2025
Q4 		$136 Buy
+4
New +$131 ﹤0.01% 2491

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

Sunbelt Securities's MBIN Position: Q1 2026 in Review

Sunbelt Securities reduced its Merchants Bancorp (MBIN) stake by 75% in Q1 2026, selling an estimated $122 and leaving 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Sunbelt Securities first reported a position in MBIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $136 in Q4 2025. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Sunbelt Securities held 1 share of Merchants Bancorp worth $43 as of Q1 2026.
  • Sunbelt Securities sold 3 Merchants Bancorp shares in Q1 2026, an estimated $122.
  • Merchants Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2795 holding.
  • Sunbelt Securities first reported a position in Merchants Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Merchants Bancorp position peaked at $136 in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.