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 Q3	$11.6K	Buy	198 +1	+0.5%	+$60	﹤0.01%	1661
2026 Q2	$11.3K	Buy	197 +1	+0.5%	+$53	﹤0.01%	1837
2026 Q1	$9.9K	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

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc's MBWM Position: Q3 2026 in Review

Blue Trust Inc increased its Mercantile Bank Corp (MBWM) stake by 0.51% in Q3 2026, buying an estimated $60 and bringing the position to 198 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Blue Trust Inc first reported a position in MBWM in Q1 2024 and has held it in 11 quarters since. 22 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

Blue Trust Inc held 198 shares of Mercantile Bank Corp worth $11.6K as of Q3 2026.
Blue Trust Inc bought 1 Mercantile Bank Corp share in Q3 2026, an estimated $60.
Mercantile Bank Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1661 holding.
Blue Trust Inc first reported a position in Mercantile Bank Corp in Q1 2024 and has held it in 11 quarters since.
22 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.