Valeo Financial Advisors, LLC

Position in MBIN — Merchants Bancorp

CIK 1722641 CARMEL, IN

Position in MBIN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$11,349,900

+$1,261,759 QoQ

Shares Held

226,998

-3.4% QoQ

Ownership

0.494%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

of 7 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. MBIN ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MBIN	Merchants Bancorp This page	226,998	$11,349,900
2	TCBX	Third Coast Bancshares, Inc.	78,616	$3,176,086
3	THFF	First Financial Corp /In/	22,277	$1,725,130
4	PNC	Pnc Financial Services Group, Inc.	6,146	$1,513,268
5	USB	US Bancorp De	20,006	$1,208,362
6	GABC	German American Bancorp, Inc.	19,877	$943,362
7	TFC	Truist Financial Corp	16,883	$841,111
8	FITB	Fifth Third Bancorp	14,502	$817,477

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,349,900	226,998	-3.4%	Shares	Sole	2026-07-08
2026-03-31	$10,088,141	235,100	-3.7%	Shares	Sole	2026-05-08
2025-12-31	$8,314,318	244,108	+0.0%	Shares	Sole	2026-02-04
2025-09-30	$7,761,235	244,064	+1.9%	Shares	Sole	2025-11-03
2025-06-30	$7,919,669	239,482	+6.2%	Shares	Sole	2025-09-12
2025-03-31	$8,340,799	225,427	+0.0%	Shares	Sole	2025-04-30
2024-12-31	$8,221,030	225,419	+3.1%	Shares	Sole	2025-01-30
2024-09-30	$9,825,423	218,537	-7.2%	Shares	Sole	2024-10-10
2024-06-30	$9,545,143	235,450	+0.1%	Shares	Sole	2024-07-10
2024-03-31	$10,161,376	235,326	-8.4%	Shares	Sole	2024-04-25
2023-12-31	$10,935,778	256,829	-1.2%	Shares	Sole	2024-01-29
2023-09-30	$7,204,400	259,899	-2.3%	Shares	Sole	2023-10-20
2023-06-30	$6,804,100	265,993	-1.1%	Shares	Sole	2023-07-14
2023-03-31	$7,005,098	269,013	+1.3%	Shares	Sole	2023-04-17
2022-12-31	$6,456,497	265,481	-0.6%	Shares	Sole	2023-02-09
2022-09-30	$6,163,842	267,180	+2.3%	Shares	Sole	2022-10-31
2022-06-30	$5,919,681	261,124	+0.3%	Shares	Sole	2022-08-03
2022-03-31	$7,127,698	260,325	+73.3%	Shares	Sole	2022-04-28
2021-12-31	$4,739,305	150,200	+20.6%	Shares	Sole	2022-01-07
2021-09-30	$3,275,926	124,497	-1.2%	Shares	Sole	2021-11-02
2021-06-30	$3,295,872	125,989	+119.9%	Shares	Sole	2021-07-22
2021-03-31	$1,602,219	57,304	+12.6%	Shares	Sole	2021-04-12
2020-12-31	$937,725	50,908	+5.3%	Shares	Sole	2021-02-11
2020-09-30	$635,121	48,335	-24.9%	Shares	Sole	2020-10-28
2020-06-30	$792,976	64,330	+30.0%	Shares	Sole	2020-07-20
2020-03-31	$500,737	49,480	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.