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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
Q2 		$1.14M Hold
19,826
– – 0.1% 78
2026
Q1 		$1M Buy
+19,826
New +$1.02M 0.11% 74

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Discipline Wealth Solutions's MBWM Position: Q2 2026 in Review

Discipline Wealth Solutions held its Mercantile Bank Corp (MBWM) position steady in Q2 2026 at 19,826 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #78.

Discipline Wealth Solutions first reported a position in MBWM in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Discipline Wealth Solutions held 19,826 shares of Mercantile Bank Corp worth $1.14M as of Q2 2026.
  • Discipline Wealth Solutions left its Mercantile Bank Corp share count unchanged in Q2 2026.
  • Mercantile Bank Corp made up 0.1% of Discipline Wealth Solutions's portfolio in Q2 2026, its #78 holding.
  • Discipline Wealth Solutions first reported a position in Mercantile Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.