6F
MBWM icon

626 Financial’s Mercantile Bank Corp MBWM Stock Holding History

626 Financial’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Sell
4,701
-175
-4% -$9.23K 0.11% 104
2026
Q1 		$246K Hold
4,876
– – 0.11% 103
2025
Q4 		$235K Hold
4,876
– – 0.1% 109
2025
Q3 		$219K Hold
4,876
– – 0.1% 111
2025
Q2 		$226K Hold
4,876
– – 0.11% 101
2025
Q1 		$212K Hold
4,876
– – 0.11% 98
2024
Q4 		$217K Hold
4,876
– – 0.12% 100
2024
Q3 		$213K Buy
+4,876
New +$215K 0.12% 107

Other funds holding MBWM

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

626 Financial's MBWM Position: Q2 2026 in Review

626 Financial reduced its Mercantile Bank Corp (MBWM) stake by 3.6% in Q2 2026, selling an estimated $9.23K and leaving 4,701 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #104.

626 Financial first reported a position in MBWM in Q3 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • 626 Financial held 4,701 shares of Mercantile Bank Corp worth $270K as of Q2 2026.
  • 626 Financial sold 175 Mercantile Bank Corp shares in Q2 2026, an estimated $9.23K.
  • Mercantile Bank Corp made up 0.11% of 626 Financial's portfolio in Q2 2026, its #104 holding.
  • 626 Financial first reported a position in Mercantile Bank Corp in Q3 2024 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.