Swiss Life Asset Management’s Merchants Bancorp MBIN Stock Holding History

Swiss Life Asset Management’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 Q2	$227K	Buy	+4,531	New	+$215K	﹤0.01%	1450

Other funds holding MBIN

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Swiss Life Asset Management's MBIN Position: Q2 2026 in Review

Swiss Life Asset Management opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 4,531 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

110 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Swiss Life Asset Management held 4,531 shares of Merchants Bancorp worth $227K as of Q2 2026.
Merchants Bancorp was a new Swiss Life Asset Management position in Q2 2026.
Merchants Bancorp made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1450 holding.
110 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.