Discipline Wealth Solutions’s Mercantile Bank Corp MBWM Stock Holding History

Discipline Wealth Solutions’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	$1M	Buy	+19,826	New	+$1.02M	0.11%	74

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Discipline Wealth Solutions's MBWM Position: Q1 2026 in Review

Discipline Wealth Solutions opened a new position in Mercantile Bank Corp (MBWM) in Q1 2026: 19,826 shares worth $1M. The stake represents 0.11% of the portfolio and ranks #74 among its holdings.

200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

Discipline Wealth Solutions held 19,826 shares of Mercantile Bank Corp worth $1M as of Q1 2026.
Mercantile Bank Corp was a new Discipline Wealth Solutions position in Q1 2026.
Mercantile Bank Corp made up 0.11% of Discipline Wealth Solutions's portfolio in Q1 2026, its #74 holding.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.