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 Q3	$1.76K	Hold	36	–	–	﹤0.01%	1725
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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's MBIN Position: Q3 2026 in Review

True Wealth Design held its Merchants Bancorp (MBIN) position steady in Q3 2026 at 36 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

True Wealth Design first reported a position in MBIN in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.77K in Q1 2025. 18 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

True Wealth Design held 36 shares of Merchants Bancorp worth $1.76K as of Q3 2026.
True Wealth Design left its Merchants Bancorp share count unchanged in Q3 2026.
Merchants Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1725 holding.
True Wealth Design first reported a position in Merchants Bancorp in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Merchants Bancorp position peaked at $3.77K in Q1 2025.
18 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.