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Valeo Financial Advisors’s Merchants Bancorp MBIN Stock Holding History

Valeo Financial Advisors’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 		$11.3M Sell
226,998
-8,102
-3% -$385K 0.24% 47
2026
Q1 		$10.1M Sell
235,100
-9,008
-4% -$367K 0.24% 44
2025
Q4 		$8.31M Buy
244,108
+44
+0% +$1.45K 0.18% 57
2025
Q3 		$7.76M Buy
244,064
+4,582
+2% +$150K 0.18% 66
2025
Q2 		$7.92M Buy
239,482
+14,055
+6% +$455K 0.19% 57
2025
Q1 		$8.34M Buy
225,427
+8
+0% +$316 0.23% 50
2024
Q4 		$8.22M Buy
225,419
+6,882
+3% +$278K 0.23% 50
2024
Q3 		$9.83M Sell
218,537
-16,913
-7% -$750K 0.28% 42
2024
Q2 		$9.55M Buy
235,450
+124
+0.1% +$5.09K 0.3% 43
2024
Q1 		$9.63M Sell
235,326
-21,503
-8% -$900K 0.35% 37
2023
Q4 		$10.9M Sell
256,829
-3,070
-1% -$101K 0.44% 29
2023
Q3 		$7.2M Sell
259,899
-6,094
-2% -$176K 0.33% 42
2023
Q2 		$6.8M Sell
265,993
-3,020
-1% -$74.7K 0.31% 46
2023
Q1 		$7M Buy
269,013
+3,532
+1% +$97.9K 0.34% 42
2022
Q4 		$6.46M Sell
265,481
-1,699
-0.6% -$41.4K 0.35% 44
2022
Q3 		$6.16M Buy
267,180
+6,056
+2% +$155K 0.39% 35
2022
Q2 		$5.92M Buy
261,124
+799
+0.3% +$19.5K 0.37% 39
2022
Q1 		$7.13M Buy
260,325
+35,025
+16% +$1.04M 0.36% 39
2021
Q4 		$7.11M Buy
225,300
+38,554
+21% +$1.16M 0.38% 36
2021
Q3 		$4.91M Sell
186,746
-2,238
-1% -$55.6K 0.28% 56
2021
Q2 		$4.94M Buy
188,984
+103,028
+120% +$2.86M 0.3% 50
2021
Q1 		$2.4M Buy
85,956
+9,594
+13% +$222K 0.11% 110
2020
Q4 		$1.41M Buy
76,362
+3,859
+5% +$63.8K 0.07% 135
2020
Q3 		$953K Sell
72,503
-23,992
-25% -$304K 0.08% 137
2020
Q2 		$1.19M Buy
96,495
+22,275
+30% +$235K 0.11% 114
2020
Q1 		$764K Sell
74,220
-8,405
-10% -$103K 0.08% 144
2019
Q4 		$1.09M Sell
82,625
-3,400
-4% -$39.7K 0.11% 126
2019
Q3 		$949K Buy
86,025
+1,150
+1% +$12.8K 0.1% 129
2019
Q2 		$964K Buy
84,875
+14,850
+21% +$204K 0.11% 128
2019
Q1 		$1M Buy
70,025
+1,395
+2% +$19.3K 0.12% 123
2018
Q4 		$913K Buy
68,630
+450
+0.7% +$6.76K 0.13% 118
2018
Q3 		$1.04M Buy
68,180
+11,288
+20% +$202K 0.14% 112
2018
Q2 		$976K Buy
56,892
+43,650
+330% +$710K 0.14% 116
2018
Q1 		$190K Sell
13,242
-8,058
-38% -$114K 0.03% 259
2017
Q4 		$279K Buy
+21,300
New +$266K 0.05% 204

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Valeo Financial Advisors's MBIN Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Merchants Bancorp (MBIN) stake by 3.4% in Q2 2026, selling an estimated $385K and leaving 226,998 shares worth $11.3M. The position accounts for 0.24% of the portfolio, ranked #47.

Valeo Financial Advisors first reported a position in MBIN in Q4 2017 and has held it in 35 quarters since. 21 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Valeo Financial Advisors held 226,998 shares of Merchants Bancorp worth $11.3M as of Q2 2026.
  • Valeo Financial Advisors sold 8,102 Merchants Bancorp shares in Q2 2026, an estimated $385K.
  • Merchants Bancorp made up 0.24% of Valeo Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Valeo Financial Advisors first reported a position in Merchants Bancorp in Q4 2017 and has held it in 35 quarters since.
  • 21 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.