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Wakefield Asset Management’s Merchants Bancorp MBIN Stock Holding History

Wakefield Asset Management’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 		– Sell
-29,530
Closed -$1.27M – 237
2026
Q1 		$1.27M Buy
+29,530
New +$1.2M 0.34% 85
2025
Q2 		– Sell
-26,886
Closed -$995K – 231
2025
Q1 		$995K Buy
+26,886
New +$1.06M 0.3% 111
2021
Q3 		– Sell
-32,724
Closed -$856K – 165
2021
Q2 		$856K Buy
32,724
+46
+0.1% +$1.27K 0.32% 96
2021
Q1 		$914K Sell
32,678
-1,398
-4% -$32.4K 0.37% 69
2020
Q4 		$628K Buy
+34,076
New +$564K 0.26% 116

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

Wakefield Asset Management's MBIN Position: Q2 2026 in Review

Wakefield Asset Management sold out of Merchants Bancorp (MBIN) in Q2 2026, closing a stake of 29,530 shares — an estimated $1.27M sold.

Wakefield Asset Management first reported a position in MBIN in Q4 2020 and held it in 5 quarters. The position peaked at $1.27M in Q1 2026. 189 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Wakefield Asset Management reported no remaining Merchants Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wakefield Asset Management sold 29,530 Merchants Bancorp shares in Q2 2026, an estimated $1.27M.
  • Wakefield Asset Management first reported a position in Merchants Bancorp in Q4 2020 and held it in 5 quarters.
  • Wakefield Asset Management's Merchants Bancorp position peaked at $1.27M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.