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

EverSource 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	$20.6K	Sell	358 -47	-12%	-$2.48K	﹤0.01%	2408
2026 Q1	$20.5K	Buy	405 +2	+0.5%	+$103	﹤0.01%	2490
2025 Q4	$19.4K	Sell	403 -49	-11%	-$2.26K	﹤0.01%	2404
2025 Q3	$20.3K	Buy	452 +215	+91%	+$10.2K	﹤0.01%	2339
2025 Q2	$11K	Buy	237 +196	+478%	+$8.49K	﹤0.01%	2746
2025 Q1	$1.78K	Buy	41 +40	+4,000%	+$1.85K	﹤0.01%	2979
2024 Q4	$44	Buy	+1	New	+$46	﹤0.01%	3652

Other funds holding MBWM

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

EverSource Wealth Advisors's MBWM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mercantile Bank Corp (MBWM) stake by 12% in Q2 2026, selling an estimated $2.48K and leaving 358 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

EverSource Wealth Advisors first reported a position in MBWM in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

EverSource Wealth Advisors held 358 shares of Mercantile Bank Corp worth $20.6K as of Q2 2026.
EverSource Wealth Advisors sold 47 Mercantile Bank Corp shares in Q2 2026, an estimated $2.48K.
Mercantile Bank Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2408 holding.
EverSource Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2024 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.