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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
Q2 		$0 Sell
2
-4
-67% -$211 ﹤0.01% 2691
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Covestor's MBWM Position: Q2 2026 in Review

Covestor reduced its Mercantile Bank Corp (MBWM) stake by 67% in Q2 2026, selling an estimated $211 and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Covestor first reported a position in MBWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5K in Q1 2022. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Covestor held 2 shares of Mercantile Bank Corp worth $0 as of Q2 2026.
  • Covestor sold 4 Mercantile Bank Corp shares in Q2 2026, an estimated $211.
  • Mercantile Bank Corp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2691 holding.
  • Covestor first reported a position in Mercantile Bank Corp in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Mercantile Bank Corp position peaked at $5K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.