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EP Wealth Advisors’s Mercantile Bank Corp MBWM Stock Holding History

EP Wealth Advisors’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 		$303K Buy
5,996
+442
+8% +$22.7K ﹤0.01% 1164
2025
Q4 		$267K Buy
+5,554
New +$256K ﹤0.01% 1201
2025
Q2 		$238K Sell
5,135
-16
-0.3% -$693 ﹤0.01% 1154
2025
Q1 		$224K Buy
5,151
+650
+14% +$30.1K ﹤0.01% 1079
2024
Q4 		$200K Buy
+4,501
New +$209K ﹤0.01% 1088

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EP Wealth Advisors's MBWM Position: Q1 2026 in Review

EP Wealth Advisors increased its Mercantile Bank Corp (MBWM) stake by 8% in Q1 2026, buying an estimated $22.7K and bringing the position to 5,996 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

EP Wealth Advisors first reported a position in MBWM in Q4 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • EP Wealth Advisors held 5,996 shares of Mercantile Bank Corp worth $303K as of Q1 2026.
  • EP Wealth Advisors bought 442 Mercantile Bank Corp shares in Q1 2026, an estimated $22.7K.
  • Mercantile Bank Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1164 holding.
  • EP Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2024 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.