Position in MBIN
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$623,010
+$128,493 QoQ
Shares Held
14,519
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Impact Partnership Wealth, LLC holds $2,998,195 across 7 Banks - Regional names. MBIN ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
17,229 | $896,080 | |
| 2 | MBIN |
Merchants Bancorp
This page
|
14,519 | $623,010 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,679 | $349,383 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,101 | $305,906 | |
| 5 | RF |
Regions Financial Corp
|
10,686 | $279,118 | |
| 6 | KEY |
Keycorp /New/
|
13,783 | $276,349 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,220 | $268,349 |
All Filings in MBIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,010 | 14,519 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $494,517 | 14,519 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $461,704 | 14,519 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $480,143 | 14,519 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||