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Essential Partners’s Mercantile Bank Corp MBWM Stock Holding History

Essential Partners’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 		$6.6K Sell
115
-630
-85% -$33.2K ﹤0.01% 1402
2026
Q1 		$37.6K Sell
745
-5
-0.7% -$257 0.01% 677
2025
Q4 		$36.1K Sell
750
-160
-18% -$7.38K 0.01% 700
2025
Q3 		$41K Buy
910
+422
+86% +$20K 0.01% 649
2025
Q2 		$22.6K Buy
+488
New +$21.1K 0.01% 639

Other funds holding MBWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Essential Partners's MBWM Position: Q2 2026 in Review

Essential Partners reduced its Mercantile Bank Corp (MBWM) stake by 85% in Q2 2026, selling an estimated $33.2K and leaving 115 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Essential Partners first reported a position in MBWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $41K in Q3 2025. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Essential Partners held 115 shares of Mercantile Bank Corp worth $6.6K as of Q2 2026.
  • Essential Partners sold 630 Mercantile Bank Corp shares in Q2 2026, an estimated $33.2K.
  • Mercantile Bank Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1402 holding.
  • Essential Partners first reported a position in Mercantile Bank Corp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Mercantile Bank Corp position peaked at $41K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.