MBINM β€” Merchants Bancorp Preferred

Ownership history in MALTESE CAPITAL MANAGEMENT LLC  Β·  13 quarters on record

AI Ownership Summary

MALTESE CAPITAL MANAGEMENT LLC reported Merchants Bancorp Preferred (MBINM) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.71% in 2023 Q4. The latest visible filing shows MBINM at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MBINM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MALTESE CAPITAL MANAGEMENT LLC's position in Merchants Bancorp Preferred, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MBINM was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MALTESE CAPITAL MANAGEMENT LLC held MBINM β€” position size vs. price
% of Fund (quarterly)    MBINM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 52,000 -8,000 -13.3% 0.20% $1.3M 2025-11-14 $23.57
2025 Q2 REDUCED 60,000 -4,579 -7.1% 0.21% $1.5M 2025-08-14 $23.85
2025 Q1 UNCHANGED 64,579 β€” 0% 0.27% $1.7M 2025-05-15 $23.25
2024 Q4 REDUCED 64,579 -12,561 -16.3% 0.25% $1.7M 2025-02-14 $23.62
2024 Q3 REDUCED 77,140 -24,042 -23.8% 0.30% $2.0M 2024-11-14 $23.58
2024 Q2 REDUCED 101,182 -3,218 -3.1% 0.47% $2.5M 2024-08-14 $22.03
2024 Q1 UNCHANGED 104,400 β€” 0% 0.51% $2.7M 2024-05-15 $22.09
2023 Q4 REDUCED 104,400 -5,500 -5.0% 0.71% $2.5M 2024-02-14 $21.14
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MBINM

As of 2025 Q4 β€” sorted by position size

Archer Investment Corp 3Y 0.02%

FAQ About MALTESE CAPITAL MANAGEMENT LLC and MBINM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MALTESE CAPITAL MANAGEMENT LLC reported owning MBINM?

MALTESE CAPITAL MANAGEMENT LLC reported MBINM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MBINM position in MALTESE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for MBINM was 0.71% in 2023 Q4.

What is the latest reported MBINM position on this page?

The most recent filing on this page is 2025 Q3, when MALTESE CAPITAL MANAGEMENT LLC reported 52,000 shares, equal to 0.20% of portfolio, with an estimated market value of $1.3M.

What does the chart on this MBINM ownership page compare?

The chart compares MALTESE CAPITAL MANAGEMENT LLC's quarterly MBINM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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