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
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 $5.7T 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