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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
Q2 		– Sell
-5,996
Closed -$303K – 1818
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

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Vanguard Capital Management
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American Century Companies
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NSAM
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Vanguard Portfolio Management
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EP Wealth Advisors's MBWM Position: Q2 2026 in Review

EP Wealth Advisors sold out of Mercantile Bank Corp (MBWM) in Q2 2026, closing a stake of 5,996 shares — an estimated $303K sold.

EP Wealth Advisors first reported a position in MBWM in Q4 2024 and held it in 5 quarters. The position peaked at $303K in Q1 2026. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Mercantile Bank Corp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,996 Mercantile Bank Corp shares in Q2 2026, an estimated $303K.
  • EP Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Mercantile Bank Corp position peaked at $303K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.