Discipline Wealth Solutions
MBWM icon

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
Q3 		$1.16M Hold
19,826
– – 0.1% 79
2026
Q2 		$1.14M Hold
19,826
– – 0.1% 78
2026
Q1 		$1M Buy
+19,826
New +$1.02M 0.11% 74

Other funds holding MBWM

JVL Associates
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Discipline Wealth Solutions's MBWM Position: Q3 2026 in Review

Discipline Wealth Solutions held its Mercantile Bank Corp (MBWM) position steady in Q3 2026 at 19,826 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #79.

Discipline Wealth Solutions first reported a position in MBWM in Q1 2026 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

  • Discipline Wealth Solutions held 19,826 shares of Mercantile Bank Corp worth $1.16M as of Q3 2026.
  • Discipline Wealth Solutions left its Mercantile Bank Corp share count unchanged in Q3 2026.
  • Mercantile Bank Corp made up 0.1% of Discipline Wealth Solutions's portfolio in Q3 2026, its #79 holding.
  • Discipline Wealth Solutions first reported a position in Mercantile Bank Corp in Q1 2026 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.