USA Financial Formulas
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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
Q3 		$69.3K Sell
1,416
-462
-25% -$24K 0.01% 209
2026
Q2 		$93.9K Buy
+1,878
New +$89.2K 0.02% 190

Other funds holding MBIN

Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

USA Financial Formulas's MBIN Position: Q3 2026 in Review

USA Financial Formulas reduced its Merchants Bancorp (MBIN) stake by 25% in Q3 2026, selling an estimated $24K and leaving 1,416 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #209.

USA Financial Formulas first reported a position in MBIN in Q2 2026 and has held it in 2 quarters since. The position peaked at $93.9K in Q2 2026. 26 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • USA Financial Formulas held 1,416 shares of Merchants Bancorp worth $69.3K as of Q3 2026.
  • USA Financial Formulas sold 462 Merchants Bancorp shares in Q3 2026, an estimated $24K.
  • Merchants Bancorp made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #209 holding.
  • USA Financial Formulas first reported a position in Merchants Bancorp in Q2 2026 and has held it in 2 quarters since.
  • USA Financial Formulas's Merchants Bancorp position peaked at $93.9K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.