Focus Partners Advisor Solutions’s Mercantile Bank Corp MBWM Stock Holding History

Focus Partners Advisor Solutions’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	$1.31M	Sell	22,731 -705	-3%	-$37.2K	0.01%	480
2026 Q1	$1.18M	Sell	23,436 -180	-0.8%	-$9.24K	0.01%	513
2025 Q4	$1.14M	Sell	23,616 -73	-0.3%	-$3.37K	0.01%	465
2025 Q3	$1.07M	Buy	23,689 +812	+4%	+$38.6K	0.01%	493
2025 Q2	$1.06M	Buy	22,877 +300	+1%	+$13K	0.01%	423
2025 Q1	$981K	Buy	22,577 +364	+2%	+$16.9K	0.01%	390
2024 Q4	$988K	Buy	22,213 +6	+0%	+$279	0.02%	337
2024 Q3	$971K	Sell	22,207 -1	-0%	-$44	0.02%	299
2024 Q2	$901K	Sell	22,208 -729	-3%	-$27.3K	0.02%	262
2024 Q1	$883K	Buy	22,937 +10,392	+83%	+$396K	0.03%	256
2023 Q4	$507K	Hold	12,545	–	–	0.02%	254
2023 Q3	$388K	Hold	12,545	–	–	0.02%	303
2023 Q2	$346K	Hold	12,545	–	–	0.02%	274
2023 Q1	$384K	Buy	+12,545	New	+$420K	0.02%	240

Other funds holding MBWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Focus Partners Advisor Solutions's MBWM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Mercantile Bank Corp (MBWM) stake by 3% in Q2 2026, selling an estimated $37.2K and leaving 22,731 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #480.

Focus Partners Advisor Solutions first reported a position in MBWM in Q1 2023 and has held it in 14 quarters since. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Focus Partners Advisor Solutions held 22,731 shares of Mercantile Bank Corp worth $1.31M as of Q2 2026.
Focus Partners Advisor Solutions sold 705 Mercantile Bank Corp shares in Q2 2026, an estimated $37.2K.
Mercantile Bank Corp made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #480 holding.
Focus Partners Advisor Solutions first reported a position in Mercantile Bank Corp in Q1 2023 and has held it in 14 quarters since.
207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.