Wealth Enhancement Advisory Services
MBIN icon

Wealth Enhancement Advisory Services’s Merchants Bancorp MBIN Stock Holding History

Wealth Enhancement Advisory Services’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 		$244K Buy
4,899
+386
+9% +$20K ﹤0.01% 3560
2026
Q2 		$217K Buy
+4,513
New +$214K ﹤0.01% 3509

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Banc Funds Company
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Bank of New York Mellon
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Valeo Financial Advisors
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Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Wasatch Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBIN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Merchants Bancorp (MBIN) stake by 8.6% in Q3 2026, buying an estimated $20K and bringing the position to 4,899 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Wealth Enhancement Advisory Services first reported a position in MBIN in Q2 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold MBIN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 4,899 shares of Merchants Bancorp worth $244K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 386 Merchants Bancorp shares in Q3 2026, an estimated $20K.
  • Merchants Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3560 holding.
  • Wealth Enhancement Advisory Services first reported a position in Merchants Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.