Wipfli Financial Advisors’s Merchants Bancorp MBIN Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$7K	Buy	+286	New	+$7.32K	﹤0.01%	1971

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Wipfli Financial Advisors's MBIN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Merchants Bancorp (MBIN) in Q3 2022: 286 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings.

121 funds tracked by Wall St. Rank hold MBIN as of Q3 2022.

Wipfli Financial Advisors held 286 shares of Merchants Bancorp worth $7K as of Q3 2022.
Merchants Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
Merchants Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1971 holding.
121 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.