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Covestor’s Mercantile Bank Corp MBWM Stock Holding History

Covestor’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 		$0 Sell
6
-9
-60% -$462 ﹤0.01% 2565
2025
Q4 		$1K Buy
15
+3
+25% +$138 ﹤0.01% 2110
2025
Q3 		$1K Sell
12
-6
-33% -$285 ﹤0.01% 2125
2025
Q2 		$1K Sell
18
-11
-38% -$476 ﹤0.01% 2044
2025
Q1 		$1K Sell
29
-25
-46% -$1.16K ﹤0.01% 2028
2024
Q4 		$2K Buy
54
+35
+184% +$1.63K ﹤0.01% 1899
2024
Q3 		$1K Buy
19
+9
+90% +$398 ﹤0.01% 2032
2024
Q2 		$0 Sell
10
-3
-23% -$112 ﹤0.01% 2532
2024
Q1 		$1K Buy
+13
New +$496 ﹤0.01% 2028
2023
Q4 		– Sell
-20
Closed -$700 – 2471
2023
Q3 		$1K Sell
20
-4
-17% -$131 ﹤0.01% 1960
2023
Q2 		$1K Buy
24
+22
+1,100% +$609 ﹤0.01% 1974
2023
Q1 		$0 Sell
2
-31
-94% -$1.04K ﹤0.01% 2348
2022
Q4 		$1K Sell
33
-3
-8% -$100 ﹤0.01% 1896
2022
Q3 		$1K Sell
36
-32
-47% -$1.07K ﹤0.01% 1817
2022
Q2 		$2K Sell
68
-60
-47% -$1.94K ﹤0.01% 1620
2022
Q1 		$5K Buy
128
+12
+10% +$449 ﹤0.01% 1491
2021
Q4 		$4K Buy
+116
New +$4.04K 0.01% 1402

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Covestor's MBWM Position: Q1 2026 in Review

Covestor reduced its Mercantile Bank Corp (MBWM) stake by 60% in Q1 2026, selling an estimated $462 and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Covestor first reported a position in MBWM in Q4 2021 and has held it in 17 quarters since. The position peaked at $5K in Q1 2022. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Covestor held 6 shares of Mercantile Bank Corp worth $0 as of Q1 2026.
  • Covestor sold 9 Mercantile Bank Corp shares in Q1 2026, an estimated $462.
  • Mercantile Bank Corp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2565 holding.
  • Covestor first reported a position in Mercantile Bank Corp in Q4 2021 and has held it in 17 quarters since.
  • Covestor's Mercantile Bank Corp position peaked at $5K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.