Yorktown Management & Research Company’s Merchants Bancorp MBIN Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-8,800	Closed	-$280K	–	234
2025 Q3	$280K	Hold	8,800	–	–	0.22%	180
2025 Q2	$291K	Hold	8,800	–	–	0.28%	169
2025 Q1	$326K	Hold	8,800	–	–	0.35%	128
2024 Q4	$321K	Hold	8,800	–	–	0.31%	161
2024 Q3	$396K	Hold	8,800	–	–	0.41%	117
2024 Q2	$357K	Hold	8,800	–	–	0.38%	114
2024 Q1	$380K	Hold	8,800	–	–	0.36%	118
2023 Q4	$375K	Buy	+8,800	New	+$289K	0.39%	110

Other funds holding MBIN

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

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

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

DPCM

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Yorktown Management & Research Company's MBIN Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of Merchants Bancorp (MBIN) in Q4 2025, closing a stake of 8,800 shares — an estimated $280K sold.

Yorktown Management & Research Company first reported a position in MBIN in Q4 2023 and held it in 8 quarters. The position peaked at $396K in Q3 2024. 150 funds tracked by Wall St. Rank hold MBIN as of Q4 2025.

Yorktown Management & Research Company reported no remaining Merchants Bancorp position as of Q4 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 8,800 Merchants Bancorp shares in Q4 2025, an estimated $280K.
Yorktown Management & Research Company first reported a position in Merchants Bancorp in Q4 2023 and held it in 8 quarters.
Yorktown Management & Research Company's Merchants Bancorp position peaked at $396K in Q3 2024.
150 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.