True Wealth Design’s Merchants Bancorp MBIN Stock Holding History

True Wealth Design’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	$1.8K	Sell	36 -3	-8%	-$142	﹤0.01%	1732
2026 Q1	$1.67K	Buy	39 +2	+5%	+$82	﹤0.01%	1615
2025 Q4	$1.26K	Sell	37 -27	-42%	-$887	﹤0.01%	1623
2025 Q3	$2.04K	Sell	64 -11	-15%	-$361	﹤0.01%	1450
2025 Q2	$2.48K	Sell	75 -27	-26%	-$874	﹤0.01%	1091
2025 Q1	$3.77K	Buy	102 +39	+62%	+$1.54K	﹤0.01%	776
2024 Q4	$2.3K	Sell	63 -2	-3%	-$81	﹤0.01%	704
2024 Q3	$2.92K	Buy	+65	New	+$2.88K	﹤0.01%	692

Other funds holding MBIN

EFP

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

VFA

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

True Wealth Design's MBIN Position: Q2 2026 in Review

True Wealth Design reduced its Merchants Bancorp (MBIN) stake by 7.7% in Q2 2026, selling an estimated $142 and leaving 36 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

True Wealth Design first reported a position in MBIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.77K in Q1 2025. 23 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

True Wealth Design held 36 shares of Merchants Bancorp worth $1.8K as of Q2 2026.
True Wealth Design sold 3 Merchants Bancorp shares in Q2 2026, an estimated $142.
Merchants Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1732 holding.
True Wealth Design first reported a position in Merchants Bancorp in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Merchants Bancorp position peaked at $3.77K in Q1 2025.
23 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.