Position in MBIN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$477,888
+$98,562 QoQ
Shares Held
11,137
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $13,191,462 across 7 Banks - Regional names. MBIN ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
146,124 | $9,686,559 | |
| 2 | HBNC |
Horizon Bancorp Inc /In/
|
82,814 | $1,372,227 | |
| 3 | FITB |
Fifth Third Bancorp
|
11,349 | $527,274 | |
| 4 | FFIC |
Flushing Financial Corp
|
32,511 | $499,368 | |
| 5 | MBIN |
Merchants Bancorp
This page
|
11,137 | $477,888 | |
| 6 | USB |
US Bancorp \De\
|
8,224 | $427,730 | |
| 7 | INBK |
First Internet Bancorp
|
9,834 | $200,416 |
All Filings in MBIN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $477,888 | 11,137 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $379,326 | 11,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $354,156 | 11,137 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $368,300 | 11,137 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $500,719 | 11,137 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $452,142 | 11,153 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $481,241 | 11,145 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $474,213 | 11,137 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $308,717 | 11,137 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $284,884 | 11,137 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $290,007 | 11,137 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $270,851 | 11,137 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,930 | 11,137 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $252,475 | 11,137 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $304,931 | 11,137 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $234,283 | 7,425 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $253,344 | 9,628 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $251,868 | 9,628 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $269,198 | 9,628 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $299,325 | 16,250 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $213,525 | 16,250 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $200,308 | 16,250 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $164,450 | 16,250 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||