Current Value of Holding

$27.1M

Shares

567k

% of Portfolio

0.23%

Average Buy Price

$40.1

Avg closing price
Price range

18 Chuck Royce Merchants Bancorp Trades

Chuck Royce acquired 567k Merchants Bancorp shares worth $27.1M. That's 0.23% of their equity portfolio (126th largest holding). The investor owns 1.25% of the outstanding Merchants Bancorp stock. The first Merchants Bancorp trade was made in Q4 2018. Since then Chuck Royce bought shares eleven more times and sold shares on six occasions. The stake costed the investor $22.8M, netting the investor a gain of 19% so far.

Avg closing price
Price range
Sold 29.8% shares (-241k shares) Q1 2026
Avg closing price $39.41
Price range $33.18 - $47.63
Sold 6.2% shares (-53.8k shares) Q4 2025
Avg closing price $32.84
Price range $30.42 - $36.80
Increased shares by 10.2% (+79.7k shares) Q3 2025
Avg closing price $32.86
Price range $29.18 - $36.00
Increased shares by 14.0% (+95.9k shares) Q2 2025
Avg closing price $32.33
Price range $30.06 - $37.17
Increased shares by 21.2% (+120k shares) Q1 2025
Avg closing price $39.43
Price range $34.75 - $43.49
Increased shares by 15.5% (+76.1k shares) Q4 2024
Avg closing price $40.32
Price range $35.96 - $45.87
Increased shares by 143.1% (+289k shares) Q3 2024
Avg closing price $44.33
Price range $39.38 - $52.59
New holding (+202k shares) Q2 2024
Avg closing price $41.03
Price range $37.63 - $47.61
Sold -4.8k shares Q1 2024
Avg closing price $41.84
Price range $38.75 - $45.84
New holding (+4.8k shares) Q4 2023
Avg closing price $32.87
Price range $26.38 - $43.31
Sold -3.69k shares Q3 2020
Avg closing price $18.98
Price range $15.91 - $21.47
Increased shares by 19.1% (+591 shares) Q2 2020
Avg closing price $15.84
Price range $13.00 - $19.35
Sold 5.3% shares (-175 shares) Q1 2020
Avg closing price $18.40
Price range $13.20 - $21.60
Sold 11.9% shares (-441 shares) Q4 2019
Avg closing price $17.50
Price range $15.42 - $19.84
Increased shares by 59.8% (+1.39k shares) Q3 2019
Avg closing price $16.64
Price range $15.19 - $17.97
Increased shares by 9.5% (+201 shares) Q2 2019
Avg closing price $20.56
Price range $15.64 - $24.79
Increased shares by 40.5% (+613 shares) Q1 2019
Avg closing price $20.71
Price range $18.95 - $21.84
New holding (+1.51k shares) Q4 2018
Avg closing price $22.53
Price range $18.99 - $25.10

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