Fidelity Investments
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Fidelity Investments’s Mercantile Bank Corp MBWM Stock Holding History

Fidelity Investments’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 		$661K Buy
13,080
+2,089
+19% +$107K ﹤0.01% 3014
2025
Q4 		$529K Buy
10,991
+2,192
+25% +$101K ﹤0.01% 3067
2025
Q3 		$396K Buy
8,799
+1,097
+14% +$52.1K ﹤0.01% 3119
2025
Q2 		$357K Sell
7,702
-4,827
-39% -$209K ﹤0.01% 3099
2025
Q1 		$544K Sell
12,529
-1,948
-13% -$90.3K ﹤0.01% 2870
2024
Q4 		$644K Buy
14,477
+1,121
+8% +$52.1K ﹤0.01% 2825
2024
Q3 		$584K Buy
13,356
+6,531
+96% +$289K ﹤0.01% 2795
2024
Q2 		$277K Buy
6,825
+443
+7% +$16.6K ﹤0.01% 2925
2024
Q1 		$246K Buy
6,382
+40
+0.6% +$1.52K ﹤0.01% 2957
2023
Q4 		$256K Buy
6,342
+67
+1% +$2.35K ﹤0.01% 2882
2023
Q3 		$194K Sell
6,275
-120
-2% -$3.92K ﹤0.01% 2897
2023
Q2 		$177K Buy
6,395
+258
+4% +$7.15K ﹤0.01% 2992
2023
Q1 		$188K Buy
6,137
+23
+0.4% +$770 ﹤0.01% 3003
2022
Q4 		$205K Buy
6,114
+40
+0.7% +$1.34K ﹤0.01% 3007
2022
Q3 		$180K Buy
6,074
+10
+0.2% +$334 ﹤0.01% 3080
2022
Q2 		$193K Sell
6,064
-20
-0.3% -$647 ﹤0.01% 3137
2022
Q1 		$215K Buy
6,084
+5,707
+1,514% +$213K ﹤0.01% 3238
2021
Q4 		$13K Sell
377
-1
-0.3% -$35 ﹤0.01% 3576
2021
Q3 		$12K Buy
378
+1
+0.3% +$31 ﹤0.01% 3567
2021
Q2 		$11K Sell
377
-1
-0.3% -$32 ﹤0.01% 3532
2021
Q1 		$12K Buy
378
+28
+8% +$844 ﹤0.01% 3355
2020
Q4 		$10K Hold
350
– – ﹤0.01% 3317
2020
Q3 		$6K Hold
350
– – ﹤0.01% 3281
2020
Q2 		$8K Sell
350
-1
-0.3% -$22 ﹤0.01% 3162
2020
Q1 		$7K Sell
351
-211
-38% -$6.37K ﹤0.01% 3187
2019
Q4 		$20K Buy
562
+212
+61% +$7.45K ﹤0.01% 3110
2019
Q3 		$11K Hold
350
– – ﹤0.01% 3211
2019
Q2 		$11K Hold
350
– – ﹤0.01% 3217
2019
Q1 		$11K Sell
350
-1
-0.3% -$33 ﹤0.01% 3106
2018
Q4 		$10K Sell
351
-2,747
-89% -$85.2K ﹤0.01% 3054
2018
Q3 		$103K Buy
+3,098
New +$110K ﹤0.01% 2717

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

Fidelity Investments's MBWM Position: Q1 2026 in Review

Fidelity Investments increased its Mercantile Bank Corp (MBWM) stake by 19% in Q1 2026, buying an estimated $107K and bringing the position to 13,080 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Fidelity Investments first reported a position in MBWM in Q3 2018 and has held it in 31 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Fidelity Investments held 13,080 shares of Mercantile Bank Corp worth $661K as of Q1 2026.
  • Fidelity Investments bought 2,089 Mercantile Bank Corp shares in Q1 2026, an estimated $107K.
  • Mercantile Bank Corp made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3014 holding.
  • Fidelity Investments first reported a position in Mercantile Bank Corp in Q3 2018 and has held it in 31 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.