Center for Financial Planning’s Mercantile Bank Corp MBWM Stock Holding History

Center for Financial Planning’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	$14.3K	Hold	283	–	–	﹤0.01%	451
2025 Q4	$13.6K	Hold	283	–	–	﹤0.01%	453
2025 Q3	$12.7K	Hold	283	–	–	﹤0.01%	472
2025 Q2	$13.1K	Hold	283	–	–	﹤0.01%	436
2025 Q1	$12.3K	Hold	283	–	–	﹤0.01%	449
2024 Q4	$12.6K	Hold	283	–	–	﹤0.01%	395
2024 Q3	$12.4K	Hold	283	–	–	﹤0.01%	380
2024 Q2	$11.5K	Hold	283	–	–	﹤0.01%	379
2024 Q1	$10.9K	Hold	283	–	–	﹤0.01%	398
2023 Q4	$11.4K	Hold	283	–	–	﹤0.01%	353
2023 Q3	$8.75K	Hold	283	–	–	﹤0.01%	373
2023 Q2	$7.82K	Hold	283	–	–	﹤0.01%	406
2023 Q1	$8.65K	Hold	283	–	–	﹤0.01%	371
2022 Q4	$9.47K	Hold	283	–	–	﹤0.01%	363
2022 Q3	$8K	Hold	283	–	–	﹤0.01%	380
2022 Q2	$9K	Hold	283	–	–	﹤0.01%	368
2022 Q1	$10K	Hold	283	–	–	﹤0.01%	368
2021 Q4	$10K	Hold	283	–	–	﹤0.01%	377
2021 Q3	$9K	Hold	283	–	–	﹤0.01%	373
2021 Q2	$9K	Sell	283 -2,501	-90%	-$79.7K	﹤0.01%	377
2021 Q1	$90K	Hold	2,784	–	–	0.02%	169
2020 Q4	$76K	Hold	2,784	–	–	0.02%	167
2020 Q3	$50K	Hold	2,784	–	–	0.02%	186
2020 Q2	$63K	Hold	2,784	–	–	0.02%	170
2020 Q1	$59K	Hold	2,784	–	–	0.02%	164
2019 Q4	$102K	Buy	+2,784	New	+$97.9K	0.03%	139

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

Center for Financial Planning's MBWM Position: Q1 2026 in Review

Center for Financial Planning held its Mercantile Bank Corp (MBWM) position steady in Q1 2026 at 283 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Center for Financial Planning first reported a position in MBWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $102K in Q4 2019. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

Center for Financial Planning held 283 shares of Mercantile Bank Corp worth $14.3K as of Q1 2026.
Center for Financial Planning left its Mercantile Bank Corp share count unchanged in Q1 2026.
Mercantile Bank Corp made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #451 holding.
Center for Financial Planning first reported a position in Mercantile Bank Corp in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's Mercantile Bank Corp position peaked at $102K in Q4 2019.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.