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Westwood Holdings Group’s Merchants Bancorp MBIN Stock Holding History

Westwood Holdings 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
2025
Q2 		– Sell
-8,614
Closed -$319K – 505
2025
Q1 		$319K Sell
8,614
-793
-8% -$31.3K ﹤0.01% 427
2024
Q4 		$343K Sell
9,407
-1,158
-11% -$46.8K ﹤0.01% 440
2024
Q3 		$475K Buy
+10,565
New +$469K ﹤0.01% 404

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Westwood Holdings Group's MBIN Position: Q2 2025 in Review

Westwood Holdings Group sold out of Merchants Bancorp (MBIN) in Q2 2025, closing a stake of 8,614 shares — an estimated $319K sold.

Westwood Holdings Group first reported a position in MBIN in Q3 2024 and held it in 3 quarters. The position peaked at $475K in Q3 2024. 150 funds tracked by Wall St. Rank hold MBIN as of Q2 2025.

  • Westwood Holdings Group reported no remaining Merchants Bancorp position as of Q2 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 8,614 Merchants Bancorp shares in Q2 2025, an estimated $319K.
  • Westwood Holdings Group first reported a position in Merchants Bancorp in Q3 2024 and held it in 3 quarters.
  • Westwood Holdings Group's Merchants Bancorp position peaked at $475K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2025.

Based on Westwood Holdings Group's 13F filing for Q2 2025, filed 8 Aug 2025.