Position in MBIN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$504,850
-$159,268 QoQ
Shares Held
10,097
-34.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#87
of 189 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026BCGM Wealth Management, LLC holds $1,494,210 across 2 Banks - Regional names. MBIN ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
22,645 | $989,360 | |
| 2 | MBIN |
Merchants Bancorp
This page
|
10,097 | $504,850 |
All Filings in MBIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,850 | 10,097 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $664,118 | 15,477 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $527,146 | 15,477 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $492,168 | 15,477 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $511,824 | 15,477 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $571,132 | 15,436 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $561,565 | 15,398 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $690,900 | 15,367 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $621,599 | 15,333 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $660,654 | 15,300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $650,239 | 15,271 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $422,037 | 15,225 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $388,278 | 15,179 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $394,063 | 15,133 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $366,988 | 15,090 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $348,126 | 15,090 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $341,070 | 15,045 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||