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Twelve Points Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Twelve Points Wealth 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
Q1 		$983K Sell
22,916
-1,119
-5% -$45.6K 0.22% 94
2025
Q4 		$862K Sell
24,035
-11,062
-32% -$363K 0.19% 99
2025
Q3 		$1.12M Sell
35,097
-4,029
-10% -$132K 0.28% 90
2025
Q2 		$1.29M Buy
39,126
+1,343
+4% +$43.5K 0.35% 70
2025
Q1 		$1.4M Buy
37,783
+1,969
+5% +$77.7K 0.38% 64
2024
Q4 		$1.31M Buy
35,814
+1,802
+5% +$72.9K 0.38% 67
2024
Q3 		$1.53M Buy
34,012
+1,166
+4% +$51.7K 0.48% 49
2024
Q2 		$1.33M Buy
32,846
+1,195
+4% +$49K 0.47% 50
2024
Q1 		$1.37M Sell
31,651
-82
-0.3% -$3.43K 0.5% 51
2023
Q4 		$1.35M Buy
31,733
+1,170
+4% +$38.5K 0.64% 47
2023
Q3 		$847K Buy
30,563
+1,543
+5% +$44.5K 0.42% 63
2023
Q2 		$742K Buy
29,020
+2,574
+10% +$63.7K 0.4% 73
2023
Q1 		$689K Buy
26,446
+3,997
+18% +$111K 0.4% 73
2022
Q4 		$546K Sell
22,449
-347
-2% -$8.45K 0.37% 84
2022
Q3 		$526K Buy
22,796
+995
+5% +$25.5K 0.41% 80
2022
Q2 		$494K Buy
21,801
+14,277
+190% +$348K 0.38% 93
2022
Q1 		$206K Buy
+7,524
New +$224K 0.15% 169

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

Twelve Points Wealth Management's MBIN Position: Q1 2026 in Review

Twelve Points Wealth Management reduced its Merchants Bancorp (MBIN) stake by 4.7% in Q1 2026, selling an estimated $45.6K and leaving 22,916 shares worth $983K. The position accounts for 0.22% of the portfolio, ranked #94.

Twelve Points Wealth Management first reported a position in MBIN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.53M in Q3 2024. 178 funds tracked by Wall St. Rank hold MBIN as of Q1 2026.

  • Twelve Points Wealth Management held 22,916 shares of Merchants Bancorp worth $983K as of Q1 2026.
  • Twelve Points Wealth Management sold 1,119 Merchants Bancorp shares in Q1 2026, an estimated $45.6K.
  • Merchants Bancorp made up 0.22% of Twelve Points Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Twelve Points Wealth Management first reported a position in Merchants Bancorp in Q1 2022 and has held it in 17 quarters since.
  • Twelve Points Wealth Management's Merchants Bancorp position peaked at $1.53M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.