Carson Wealth (CWM LLC)
MBWM icon

Carson Wealth (CWM LLC)’s Mercantile Bank Corp MBWM Stock Holding History

Carson Wealth (CWM LLC)’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 		$522K Sell
10,336
-902
-8% -$46.3K ﹤0.01% 1985
2025
Q4 		$541K Sell
11,238
-1,155
-9% -$53.3K ﹤0.01% 1871
2025
Q3 		$558K Buy
12,393
+5,748
+87% +$273K ﹤0.01% 1725
2025
Q2 		$308K Buy
6,645
+1,366
+26% +$59.2K ﹤0.01% 1849
2025
Q1 		$229K Buy
5,279
+2,007
+61% +$93.1K ﹤0.01% 1836
2024
Q4 		$146K Buy
3,272
+23
+0.7% +$1.07K ﹤0.01% 2038
2024
Q3 		$142K Buy
3,249
+450
+16% +$19.9K ﹤0.01% 1967
2024
Q2 		$114K Buy
2,799
+1,982
+243% +$74.2K ﹤0.01% 1889
2024
Q1 		$31K Buy
817
+302
+59% +$11.5K ﹤0.01% 2625
2023
Q4 		$21K Buy
515
+25
+5% +$875 ﹤0.01% 2747
2023
Q3 		$15K Sell
490
-450
-48% -$14.7K ﹤0.01% 2879
2023
Q2 		$26K Buy
940
+334
+55% +$9.25K ﹤0.01% 2458
2023
Q1 		$19K Buy
606
+237
+64% +$7.94K ﹤0.01% 2546
2022
Q4 		$12K Buy
369
+110
+42% +$3.69K ﹤0.01% 2703
2022
Q3 		$8K Buy
259
+3
+1% +$100 ﹤0.01% 2828
2022
Q2 		$8K Buy
+256
New +$8.28K ﹤0.01% 2709

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 $535B AUM 26.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $55.1B AUM 45.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBWM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Mercantile Bank Corp (MBWM) stake by 8% in Q1 2026, selling an estimated $46.3K and leaving 10,336 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Carson Wealth (CWM LLC) first reported a position in MBWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $558K in Q3 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,336 shares of Mercantile Bank Corp worth $522K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 902 Mercantile Bank Corp shares in Q1 2026, an estimated $46.3K.
  • Mercantile Bank Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1985 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mercantile Bank Corp in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Mercantile Bank Corp position peaked at $558K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.