Amalgamated Bank’s Mercantile Bank Corp MBWM Stock Holding History

Amalgamated Bank’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	–	Sell	-499	Closed	-$24K	–	2320
2025 Q4	$24K	Sell	499 -29	-5%	-$1.34K	﹤0.01%	2032
2025 Q3	$24K	Hold	528	–	–	﹤0.01%	2047
2025 Q2	$25K	Hold	528	–	–	﹤0.01%	2030
2025 Q1	$23K	Hold	528	–	–	﹤0.01%	2012
2024 Q4	$23K	Hold	528	–	–	﹤0.01%	2068
2024 Q3	$23K	Hold	528	–	–	﹤0.01%	2078
2024 Q2	$21K	Hold	528	–	–	﹤0.01%	2100
2024 Q1	$20K	Sell	528 -840	-61%	-$32K	﹤0.01%	2129
2023 Q4	$55K	Sell	1,368 -157	-10%	-$5.5K	﹤0.01%	2203
2023 Q3	$47K	Hold	1,525	–	–	﹤0.01%	2280
2023 Q2	$42K	Sell	1,525 -60	-4%	-$1.66K	﹤0.01%	2397
2023 Q1	$48K	Sell	1,585 -357	-18%	-$12K	﹤0.01%	2322
2022 Q4	$65K	Hold	1,942	–	–	﹤0.01%	2308
2022 Q3	$58K	Hold	1,942	–	–	﹤0.01%	2396
2022 Q2	$62K	Buy	1,942 +95	+5%	+$3.07K	﹤0.01%	2374
2022 Q1	$65K	Buy	+1,847	New	+$69K	﹤0.01%	2347

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Amalgamated Bank's MBWM Position: Q1 2026 in Review

Amalgamated Bank sold out of Mercantile Bank Corp (MBWM) in Q1 2026, closing a stake of 499 shares — an estimated $24K sold.

Amalgamated Bank first reported a position in MBWM in Q1 2022 and held it in 16 quarters. The position peaked at $65K in Q4 2022. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

Amalgamated Bank reported no remaining Mercantile Bank Corp position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 499 Mercantile Bank Corp shares in Q1 2026, an estimated $24K.
Amalgamated Bank first reported a position in Mercantile Bank Corp in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Mercantile Bank Corp position peaked at $65K in Q4 2022.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.