Yorktown Management & Research Co Inc MBIN Merchants Bancorp/IN

Ownership history in Yorktown Management & Research Co Inc  ·  8 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported Merchants Bancorp/IN (MBIN) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.41% in 2024 Q3. The latest visible filing shows MBIN at 0.22% 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.

What this MBIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorktown Management & Research Co Inc's position in Merchants Bancorp/IN, 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

MBIN was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q3

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 Yorktown Management & Research Co Inc held MBIN — position size vs. price
% of Fund (quarterly)    MBIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 8,800 0% 0.22% $280K 2025-10-29 $31.51
2025 Q2 UNCHANGED 8,800 0% 0.28% $291K 2025-08-04 $29.88
2025 Q1 UNCHANGED 8,800 0% 0.35% $326K 2025-04-23 $32.13
2024 Q4 UNCHANGED 8,800 0% 0.31% $321K 2025-01-27 $39.81
2024 Q3 UNCHANGED 8,800 0% 0.41% $396K 2024-10-25 $42.16
2024 Q2 UNCHANGED 8,800 0% 0.38% $357K 2024-07-30 $43.34
2024 Q1 UNCHANGED 8,800 0% 0.36% $380K 2024-04-26 $38.15
2023 Q4 INITIATED 8,800 0.39% $375K 2024-01-26 $42.41

FAQ About Yorktown Management & Research Co Inc and MBIN

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

How long has Yorktown Management & Research Co Inc reported owning MBIN?

Yorktown Management & Research Co Inc reported MBIN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MBIN position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for MBIN was 0.41% in 2024 Q3.

What is the latest reported MBIN position on this page?

The most recent filing on this page is 2025 Q3, when Yorktown Management & Research Co Inc reported 8,800 shares, equal to 0.22% of portfolio, with an estimated market value of $280K.

What does the chart on this MBIN ownership page compare?

The chart compares Yorktown Management & Research Co Inc's quarterly MBIN 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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