Valued Wealth Advisors’s Merchants Bancorp MBIN Stock Holding History

Valued Wealth 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	$802	Buy	+16	New	+$760	﹤0.01%	804

Other funds holding MBIN

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Valued Wealth Advisors's MBIN Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Merchants Bancorp (MBIN) in Q2 2026: 16 shares worth $802. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

32 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

Valued Wealth Advisors held 16 shares of Merchants Bancorp worth $802 as of Q2 2026.
Merchants Bancorp was a new Valued Wealth Advisors position in Q2 2026.
Merchants Bancorp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #804 holding.
32 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.