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 Q3	$16.5K	Hold	283	–	–	﹤0.01%	503
2026 Q2	$16.2K	Hold	283	–	–	﹤0.01%	448
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	$8.66K	Hold	283	–	–	﹤0.01%	371
2022 Q4	$9.48K	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

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

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 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

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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

Center for Financial Planning's MBWM Position: Q3 2026 in Review

Center for Financial Planning held its Mercantile Bank Corp (MBWM) position steady in Q3 2026 at 283 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Center for Financial Planning first reported a position in MBWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $102K in Q4 2019. 41 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

Center for Financial Planning held 283 shares of Mercantile Bank Corp worth $16.5K as of Q3 2026.
Center for Financial Planning left its Mercantile Bank Corp share count unchanged in Q3 2026.
Mercantile Bank Corp made up ﹤0.01% of Center for Financial Planning's portfolio in Q3 2026, its #503 holding.
Center for Financial Planning first reported a position in Mercantile Bank Corp in Q4 2019 and has held it in 28 quarters since.
Center for Financial Planning's Mercantile Bank Corp position peaked at $102K in Q4 2019.
41 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.