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USA FINANCIAL FORMULAS’s Merchants Bancorp MBIN Stock Holding History

USA FINANCIAL FORMULAS’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 		$93.9K Buy
+1,878
New +$89.2K 0.02% 190

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

USA FINANCIAL FORMULAS's MBIN Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 1,878 shares worth $93.9K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

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

  • USA FINANCIAL FORMULAS held 1,878 shares of Merchants Bancorp worth $93.9K as of Q2 2026.
  • Merchants Bancorp was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Merchants Bancorp made up 0.02% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #190 holding.
  • 51 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.