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 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 $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

Empowered Funds's MBWM Position: Q1 2026 in Review

Empowered Funds opened a new position in Mercantile Bank Corp (MBWM) in Q1 2026: 78,969 shares worth $3.99M. The stake represents 0.03% of the portfolio and ranks #740 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MBWM as recently as Q3 2025.

Empowered Funds first reported a position in MBWM in Q2 2023 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

Empowered Funds held 78,969 shares of Mercantile Bank Corp worth $3.99M as of Q1 2026.
Mercantile Bank Corp was a new Empowered Funds position in Q1 2026.
Mercantile Bank Corp made up 0.03% of Empowered Funds's portfolio in Q1 2026, its #740 holding.
Empowered Funds first reported a position in Mercantile Bank Corp in Q2 2023 and has held it in 11 quarters since.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.