Twelve Points Wealth Management LLC

Position in MBIN — Merchants Bancorp

CIK 1877090 CONCORD, MA

Position in MBIN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,023,300

+$39,975 QoQ

Shares Held

20,466

-10.7% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#65

of 189 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $2,540,557 across 4 Banks - Regional names. MBIN ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MBIN	Merchants Bancorp This page	20,466	$1,023,300
2	FMNB	Farmers National Banc Corp /Oh/	41,307	$603,082
3	EWBC	East West Bancorp Inc	4,509	$582,066
4	EBC	Eastern Bankshares, Inc.	14,933	$332,109

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,023,300	20,466	-10.7%	Shares	Sole	2026-08-07
2026-03-31	$983,325	22,916	-4.7%	Shares	Sole	2026-04-14
2025-12-31	$818,632	24,035	-31.5%	Shares	Sole	2026-01-23
2025-09-30	$1,116,084	35,097	-10.3%	Shares	Sole	2025-10-22
2025-06-30	$1,293,896	39,126	+3.6%	Shares	Sole	2025-07-16
2025-03-31	$1,397,971	37,783	+5.5%	Shares	Sole	2025-04-30
2024-12-31	$1,306,136	35,814	+5.3%	Shares	Sole	2025-01-23
2024-09-30	$1,529,179	34,012	+3.5%	Shares	Sole	2024-10-16
2024-06-30	$1,331,576	32,846	+3.8%	Shares	Sole	2024-07-12
2024-03-31	$1,366,690	31,651	-0.3%	Shares	Sole	2024-04-15
2023-12-31	$1,351,191	31,733	+3.8%	Shares	Sole	2024-01-12
2023-09-30	$847,206	30,563	+5.3%	Shares	Sole	2023-10-18
2023-06-30	$742,331	29,020	+9.7%	Shares	Sole	2023-07-13
2023-03-31	$688,653	26,446	+17.8%	Shares	Sole	2023-04-18
2022-12-31	$545,959	22,449	-1.5%	Shares	Sole	2023-01-17
2022-09-30	$525,903	22,796	+4.6%	Shares	Sole	2022-10-20
2022-06-30	$494,228	21,801	+189.8%	Shares	Sole	2022-07-18
2022-03-31	$206,007	7,524	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.