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Wellington Group’s Merchants Bancorp MBIN Stock Holding History

Wellington Group’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 		$234K Hold
4,687
– – 0.06% 137
2026
Q1 		$201K Hold
4,687
– – 0.06% 147
2025
Q4 		$160K Buy
+4,687
New +$154K 0.05% 153

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

Wellington Group's MBIN Position: Q2 2026 in Review

Wellington Group held its Merchants Bancorp (MBIN) position steady in Q2 2026 at 4,687 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #137.

Wellington Group first reported a position in MBIN in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold MBIN as of Q2 2026.

  • Wellington Group held 4,687 shares of Merchants Bancorp worth $234K as of Q2 2026.
  • Wellington Group left its Merchants Bancorp share count unchanged in Q2 2026.
  • Merchants Bancorp made up 0.06% of Wellington Group's portfolio in Q2 2026, its #137 holding.
  • Wellington Group first reported a position in Merchants Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.