Allworth Financial
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Allworth Financial’s Mercantile Bank Corp MBWM Stock Holding History

Allworth 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 		$11.9K Buy
208
+17
+9% +$896 ﹤0.01% 3596
2026
Q1 		$9.6K Sell
191
-24
-11% -$1.23K ﹤0.01% 3535
2025
Q4 		$10.3K Sell
215
-28
-12% -$1.29K ﹤0.01% 3246
2025
Q3 		$10.9K Buy
243
+142
+141% +$6.75K ﹤0.01% 3085
2025
Q2 		$4.69K Buy
101
+84
+494% +$3.64K ﹤0.01% 3294
2025
Q1 		$716 Sell
17
-30
-64% -$1.39K ﹤0.01% 3576
2024
Q4 		$2.28K Sell
47
-4
-8% -$186 ﹤0.01% 3112
2024
Q3 		$2.23K Buy
51
+43
+538% +$1.9K ﹤0.01% 2927
2024
Q2 		$384 Buy
+8
New +$300 ﹤0.01% 3441
2024
Q1 		– Sell
-3
Closed -$122 – 3652
2023
Q4 		$122 Buy
+3
New +$105 ﹤0.01% 3340

Other funds holding MBWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's MBWM Position: Q2 2026 in Review

Allworth Financial increased its Mercantile Bank Corp (MBWM) stake by 8.9% in Q2 2026, buying an estimated $896 and bringing the position to 208 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Allworth Financial first reported a position in MBWM in Q4 2023 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Allworth Financial held 208 shares of Mercantile Bank Corp worth $11.9K as of Q2 2026.
  • Allworth Financial bought 17 Mercantile Bank Corp shares in Q2 2026, an estimated $896.
  • Mercantile Bank Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3596 holding.
  • Allworth Financial first reported a position in Mercantile Bank Corp in Q4 2023 and has held it in 10 quarters since.
  • 206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.