UBS AM
MBIN icon

UBS AM’s Merchants Bancorp MBIN Stock Holding History

UBS AM’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 		$1.47M Hold
29,329
– – ﹤0.01% 2197
2026
Q1 		$1.26M Sell
29,329
-29,640
-50% -$1.21M ﹤0.01% 2245
2025
Q4 		$2.01M Buy
58,969
+34,083
+137% +$1.12M ﹤0.01% 1878
2025
Q3 		$791K Sell
24,886
-56,409
-69% -$1.85M ﹤0.01% 2084
2025
Q2 		$2.69M Buy
81,295
+47,440
+140% +$1.54M ﹤0.01% 2014
2025
Q1 		$1.25M Buy
33,855
+9,328
+38% +$368K ﹤0.01% 2214
2024
Q4 		$895K Buy
24,527
+4,208
+21% +$170K ﹤0.01% 2414
2024
Q3 		$914K Buy
20,319
+1,099
+6% +$48.8K ﹤0.01% 2438
2024
Q2 		$779K Buy
19,220
+13,064
+212% +$536K ﹤0.01% 2486
2024
Q1 		$266K Hold
6,156
– – ﹤0.01% 2419
2023
Q4 		$262K Buy
+6,156
New +$202K ﹤0.01% 2451

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

UBS AM's MBIN Position: Q2 2026 in Review

UBS AM held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 29,329 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

UBS AM first reported a position in MBIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q2 2025. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • UBS AM held 29,329 shares of Merchants Bancorp worth $1.47M as of Q2 2026.
  • UBS AM left its Merchants Bancorp share count unchanged in Q2 2026.
  • Merchants Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2197 holding.
  • UBS AM first reported a position in Merchants Bancorp in Q4 2023 and has held it in 11 quarters since.
  • UBS AM's Merchants Bancorp position peaked at $2.69M in Q2 2025.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.