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Blue Trust Inc’s Mercantile Bank Corp MBWM Stock Holding History

Blue Trust Inc’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 		$11.3K Buy
197
+1
+0.5% +$53 ﹤0.01% 1837
2026
Q1 		$9.87K Buy
196
+2
+1% +$103 ﹤0.01% 1849
2025
Q4 		$9.33K Buy
194
+1
+0.5% +$46 ﹤0.01% 1879
2025
Q3 		$8.66K Buy
193
+2
+1% +$95 ﹤0.01% 1885
2025
Q2 		$8.86K Hold
191
– – ﹤0.01% 1898
2025
Q1 		$8.3K Hold
191
– – ﹤0.01% 1974
2024
Q4 		$8.5K Hold
191
– – ﹤0.01% 1988
2024
Q3 		$7.75K Hold
191
– – ﹤0.01% 2286
2024
Q2 		$7.35K Hold
191
– – ﹤0.01% 2050
2024
Q1 		$7.35K Buy
+191
New +$7.28K ﹤0.01% 1534

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

Blue Trust Inc's MBWM Position: Q2 2026 in Review

Blue Trust Inc increased its Mercantile Bank Corp (MBWM) stake by 0.51% in Q2 2026, buying an estimated $53 and bringing the position to 197 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Blue Trust Inc first reported a position in MBWM in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Blue Trust Inc held 197 shares of Mercantile Bank Corp worth $11.3K as of Q2 2026.
  • Blue Trust Inc bought 1 Mercantile Bank Corp share in Q2 2026, an estimated $53.
  • Mercantile Bank Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1837 holding.
  • Blue Trust Inc first reported a position in Mercantile Bank Corp in Q1 2024 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.