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Wedge Capital Management’s Merchants Bancorp MBIN Stock Holding History

Wedge Capital 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
2024
Q3 		– Sell
-18,448
Closed -$748K – 513
2024
Q2 		$748K Sell
18,448
-708
-4% -$29.1K 0.01% 429
2024
Q1 		$827K Buy
19,156
+3,408
+22% +$143K 0.01% 420
2023
Q4 		$671K Buy
15,748
+360
+2% +$11.8K 0.01% 404
2023
Q3 		$427K Sell
15,388
-28,162
-65% -$813K 0.01% 436
2023
Q2 		$1.11M Buy
+43,550
New +$1.08M 0.02% 434
2021
Q1 		– Sell
-54,252
Closed -$999K – 565
2020
Q4 		$999K Buy
54,252
+4,833
+10% +$79.9K 0.01% 333
2020
Q3 		$649K Sell
49,419
-2,237
-4% -$28.3K 0.01% 345
2020
Q2 		$637K Buy
51,656
+9,968
+24% +$105K 0.01% 337
2020
Q1 		$422K Buy
+41,688
New +$511K 0.01% 360

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedge Capital Management's MBIN Position: Q3 2024 in Review

Wedge Capital Management sold out of Merchants Bancorp (MBIN) in Q3 2024, closing a stake of 18,448 shares — an estimated $748K sold.

Wedge Capital Management first reported a position in MBIN in Q1 2020 and held it in 9 quarters. The position peaked at $1.11M in Q2 2023. 174 funds tracked by Wall St. Rank hold MBIN as of Q3 2024.

  • Wedge Capital Management reported no remaining Merchants Bancorp position as of Q3 2024 after selling out during the quarter.
  • Wedge Capital Management sold 18,448 Merchants Bancorp shares in Q3 2024, an estimated $748K.
  • Wedge Capital Management first reported a position in Merchants Bancorp in Q1 2020 and held it in 9 quarters.
  • Wedge Capital Management's Merchants Bancorp position peaked at $1.11M in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2024.

Based on Wedge Capital Management's 13F filing for Q3 2024, filed 11 Oct 2024.