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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
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

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.

189 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.
  • 189 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.