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Farther Finance Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Farther Finance 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 		$405K Sell
7,053
-25
-0.4% -$1.32K ﹤0.01% 1713
2026
Q1 		$361K Buy
7,078
+4,978
+237% +$256K ﹤0.01% 1615
2025
Q4 		$101K Buy
2,100
+59
+3% +$2.72K ﹤0.01% 2340
2025
Q3 		$91.8K Buy
2,041
+884
+76% +$42K ﹤0.01% 2082
2025
Q2 		$53.7K Buy
+1,157
New +$50.1K ﹤0.01% 2103

Other funds holding MBWM

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

Farther Finance Advisors's MBWM Position: Q2 2026 in Review

Farther Finance Advisors reduced its Mercantile Bank Corp (MBWM) stake by 0.35% in Q2 2026, selling an estimated $1.32K and leaving 7,053 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Farther Finance Advisors first reported a position in MBWM in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Farther Finance Advisors held 7,053 shares of Mercantile Bank Corp worth $405K as of Q2 2026.
  • Farther Finance Advisors sold 25 Mercantile Bank Corp shares in Q2 2026, an estimated $1.32K.
  • Mercantile Bank Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1713 holding.
  • Farther Finance Advisors first reported a position in Mercantile Bank Corp in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.