Action Point Financial Planning’s Mercantile Bank Corp MBWM Stock Holding History

Action Point Financial Planning’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	$914K	Buy	+15,923	New	+$840K	0.09%	176

Other funds holding MBWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's MBWM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Mercantile Bank Corp (MBWM) in Q2 2026: 15,923 shares worth $914K. The stake represents 0.09% of the portfolio and ranks #176 among its holdings.

206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Action Point Financial Planning held 15,923 shares of Mercantile Bank Corp worth $914K as of Q2 2026.
Mercantile Bank Corp was a new Action Point Financial Planning position in Q2 2026.
Mercantile Bank Corp made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #176 holding.
206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.