Creative Planning
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Creative Planning’s Mercantile Bank Corp MBWM Stock Holding History

Creative 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
Q1 		$1.84M Buy
36,376
+1,933
+6% +$99.3K ﹤0.01% 1962
2025
Q4 		$1.66M Buy
34,443
+10,405
+43% +$480K ﹤0.01% 1874
2025
Q3 		$1.08M Buy
24,038
+3,067
+15% +$146K ﹤0.01% 2043
2025
Q2 		$973K Sell
20,971
-2,083
-9% -$90.2K ﹤0.01% 1869
2025
Q1 		$1M Buy
23,054
+2,136
+10% +$99.1K ﹤0.01% 1714
2024
Q4 		$931K Buy
20,918
+2,011
+11% +$93.4K ﹤0.01% 1696
2024
Q3 		$827K Buy
18,907
+4,336
+30% +$192K ﹤0.01% 1671
2024
Q2 		$591K Buy
14,571
+2,644
+22% +$99K ﹤0.01% 1814
2024
Q1 		$459K Buy
11,927
+2,723
+30% +$104K ﹤0.01% 1913
2023
Q4 		$372K Sell
9,204
-5,991
-39% -$210K ﹤0.01% 1933
2023
Q3 		$470K Buy
15,195
+5,239
+53% +$171K ﹤0.01% 1606
2023
Q2 		$275K Sell
9,956
-693
-7% -$19.2K ﹤0.01% 1973
2023
Q1 		$326K Buy
10,649
+813
+8% +$27.2K ﹤0.01% 1753
2022
Q4 		$329K Buy
9,836
+21
+0.2% +$703 ﹤0.01% 1662
2022
Q3 		$292K Buy
+9,815
New +$327K ﹤0.01% 1660
2017
Q3 		– Sell
-320
Closed -$10K – 2944
2017
Q2 		$10K Hold
320
– – ﹤0.01% 3626
2017
Q1 		$11K Buy
+320
New +$10.8K ﹤0.01% 3529
2016
Q4 		– Sell
-164
Closed -$4K – 4741
2016
Q3 		$4K Hold
164
– – ﹤0.01% 3982
2016
Q2 		$4K Buy
+164
New +$3.88K ﹤0.01% 3750

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

Creative Planning's MBWM Position: Q1 2026 in Review

Creative Planning increased its Mercantile Bank Corp (MBWM) stake by 5.6% in Q1 2026, buying an estimated $99.3K and bringing the position to 36,376 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Creative Planning first reported a position in MBWM in Q2 2016 and has held it in 19 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Creative Planning held 36,376 shares of Mercantile Bank Corp worth $1.84M as of Q1 2026.
  • Creative Planning bought 1,933 Mercantile Bank Corp shares in Q1 2026, an estimated $99.3K.
  • Mercantile Bank Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1962 holding.
  • Creative Planning first reported a position in Mercantile Bank Corp in Q2 2016 and has held it in 19 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.