Position in MBIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,350
+$33,231 QoQ
Shares Held
4,687
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#117
of 188 holders
Holding Since
Dec 2025
3 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, 2026Wellington Grp LLC holds $711,356 across 10 Banks - Regional names. MBIN ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
This page
|
4,687 | $234,350 | |
| 2 | FITB |
Fifth Third Bancorp
|
2,743 | $154,622 | |
| 3 | KEY |
Keycorp /New/
|
2,307 | $53,176 | |
| 4 | SSB |
SouthState Bank Corp
|
460 | $45,954 | |
| 5 | UMBF |
Umb Financial Corp
|
299 | $42,685 | |
| 6 | TRMK |
Trustmark Corp
|
882 | $40,580 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
598 | $39,396 | |
| 8 | FFBC |
First Financial Bancorp /Oh/
|
1,089 | $36,840 |
All Filings in MBIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,350 | 4,687 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $201,119 | 4,687 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $159,639 | 4,687 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||