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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
Q1 		$9.65K 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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allworth Financial's MBWM Position: Q1 2026 in Review

Allworth Financial reduced its Mercantile Bank Corp (MBWM) stake by 11% in Q1 2026, selling an estimated $1.23K and leaving 191 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

Allworth Financial first reported a position in MBWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.9K in Q3 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Allworth Financial held 191 shares of Mercantile Bank Corp worth $9.65K as of Q1 2026.
  • Allworth Financial sold 24 Mercantile Bank Corp shares in Q1 2026, an estimated $1.23K.
  • Mercantile Bank Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3535 holding.
  • Allworth Financial first reported a position in Mercantile Bank Corp in Q4 2023 and has held it in 9 quarters since.
  • Allworth Financial's Mercantile Bank Corp position peaked at $10.9K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.