Empowered Funds’s Mercantile Bank Corp MBWM Stock Holding History

Empowered Funds’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	$1.78M	Sell	30,969 -48,000	-61%	-$2.53M	0.01%	1246
2026 Q1	$3.99M	Buy	+78,969	New	+$4.06M	0.03%	740
2025 Q4	–	Sell	-65,864	Closed	-$2.96M	–	1533
2025 Q3	$2.96M	Buy	65,864 +5,522	+9%	+$262K	0.03%	712
2025 Q2	$2.8M	Buy	60,342 +2,611	+5%	+$113K	0.03%	675
2025 Q1	$2.51M	Buy	57,731 +2,255	+4%	+$105K	0.04%	632
2024 Q4	$2.47M	Buy	55,476 +2,659	+5%	+$124K	0.04%	642
2024 Q3	$2.31M	Buy	52,817 +2,680	+5%	+$118K	0.04%	617
2024 Q2	$2.03M	Buy	50,137 +3,600	+8%	+$135K	0.04%	604
2024 Q1	$1.79M	Buy	46,537 +3,500	+8%	+$133K	0.03%	663
2023 Q4	$1.74M	Buy	43,037 +3,840	+10%	+$134K	0.04%	562
2023 Q3	$1.21M	Buy	39,197 +3,160	+9%	+$103K	0.04%	602
2023 Q2	$995K	Buy	+36,037	New	+$998K	0.04%	612

Other funds holding MBWM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

NSAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Empowered Funds's MBWM Position: Q2 2026 in Review

Empowered Funds reduced its Mercantile Bank Corp (MBWM) stake by 61% in Q2 2026, selling an estimated $2.53M and leaving 30,969 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #1246.

Empowered Funds first reported a position in MBWM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.99M in Q1 2026. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Empowered Funds held 30,969 shares of Mercantile Bank Corp worth $1.78M as of Q2 2026.
Empowered Funds sold 48,000 Mercantile Bank Corp shares in Q2 2026, an estimated $2.53M.
Mercantile Bank Corp made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1246 holding.
Empowered Funds first reported a position in Mercantile Bank Corp in Q2 2023 and has held it in 12 quarters since.
Empowered Funds's Mercantile Bank Corp position peaked at $3.99M in Q1 2026.
207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.