Dmitry Balyasny’s Mercantile Bank Corp MBWM Stock Holding History

Dmitry Balyasny’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
2025 Q3	–	Sell	-13,431	Closed	-$623K	–	3238
2025 Q2	$623K	Sell	13,431 -1,847	-12%	-$80K	﹤0.01%	2212
2025 Q1	$664K	Buy	+15,278	New	+$709K	﹤0.01%	2173
2024 Q4	–	Sell	-10,654	Closed	-$466K	–	3056
2024 Q3	$466K	Buy	+10,654	New	+$471K	﹤0.01%	2285
2018 Q3	–	Sell	-7,873	Closed	-$291K	–	1891
2018 Q2	$291K	Buy	7,873 +1,300	+20%	+$46.7K	﹤0.01%	1531
2018 Q1	$219K	Buy	+6,573	New	+$230K	﹤0.01%	1728

Other funds holding MBWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Dmitry Balyasny's MBWM Position: Q3 2025 in Review

Dmitry Balyasny sold out of Mercantile Bank Corp (MBWM) in Q3 2025, closing a stake of 13,431 shares — an estimated $623K sold.

Dmitry Balyasny first reported a position in MBWM in Q1 2018 and held it in 5 quarters. The position peaked at $664K in Q1 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q3 2025.

Dmitry Balyasny reported no remaining Mercantile Bank Corp position as of Q3 2025 after selling out during the quarter.
Dmitry Balyasny sold 13,431 Mercantile Bank Corp shares in Q3 2025, an estimated $623K.
Dmitry Balyasny first reported a position in Mercantile Bank Corp in Q1 2018 and held it in 5 quarters.
Dmitry Balyasny's Mercantile Bank Corp position peaked at $664K in Q1 2025.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.