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Chicago Trust’s Mercantile Bank Corp MBWM Stock Holding History

Chicago Trust’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 		$895K Hold
15,591
– – 0.13% 159
2026
Q1 		$787K Hold
15,591
– – 0.13% 168
2025
Q4 		$750K Hold
15,591
– – 0.12% 165
2025
Q3 		$702K Sell
15,591
-220
-1% -$10.5K 0.1% 185
2025
Q2 		$734K Buy
+15,811
New +$685K 0.1% 173

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
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
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Chicago Trust's MBWM Position: Q2 2026 in Review

Chicago Trust held its Mercantile Bank Corp (MBWM) position steady in Q2 2026 at 15,591 shares worth $895K. The position accounts for 0.13% of the portfolio, ranked #159.

Chicago Trust first reported a position in MBWM in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Chicago Trust held 15,591 shares of Mercantile Bank Corp worth $895K as of Q2 2026.
  • Chicago Trust left its Mercantile Bank Corp share count unchanged in Q2 2026.
  • Mercantile Bank Corp made up 0.13% of Chicago Trust's portfolio in Q2 2026, its #159 holding.
  • Chicago Trust first reported a position in Mercantile Bank Corp in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.