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Clearstead Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Clearstead Advisors’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 		– Sell
-2
Closed -$97 – 2607
2025
Q4 		$97 Sell
2
-155
-99% -$7.15K ﹤0.01% 2519
2025
Q3 		$7.07K Buy
157
+106
+208% +$5.04K ﹤0.01% 2035
2025
Q2 		$2.37K Buy
+51
New +$2.21K ﹤0.01% 2288

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSAM
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clearstead Advisors's MBWM Position: Q1 2026 in Review

Clearstead Advisors sold out of Mercantile Bank Corp (MBWM) in Q1 2026, closing a stake of 2 shares — an estimated $97 sold.

Clearstead Advisors first reported a position in MBWM in Q2 2025 and held it in 3 quarters. The position peaked at $7.07K in Q3 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Clearstead Advisors reported no remaining Mercantile Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Mercantile Bank Corp shares in Q1 2026, an estimated $97.
  • Clearstead Advisors first reported a position in Mercantile Bank Corp in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Mercantile Bank Corp position peaked at $7.07K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.