GAMMA Investing’s Mercantile Bank Corp MBWM Stock Holding History

GAMMA Investing’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 Q3	$13.6K	Buy	234 +23	+11%	+$1.37K	﹤0.01%	3171
2026 Q2	$12.1K	Hold	211	–	–	﹤0.01%	3108
2026 Q1	$10.7K	Buy	211 +43	+26%	+$2.21K	﹤0.01%	3044
2025 Q4	$8.08K	Sell	168 -75	-31%	-$3.46K	﹤0.01%	3079
2025 Q3	$10.9K	Buy	243 +24	+11%	+$1.14K	﹤0.01%	2836
2025 Q2	$10.2K	Sell	219 -301	-58%	-$13K	﹤0.01%	2797
2025 Q1	$22.6K	Buy	520 +345	+197%	+$16K	﹤0.01%	2319
2024 Q4	$7.79K	Buy	175 +76	+77%	+$3.53K	﹤0.01%	2732
2024 Q3	$4.33K	Buy	99 +36	+57%	+$1.59K	﹤0.01%	2805
2024 Q2	$2.56K	Buy	63 +11	+21%	+$412	﹤0.01%	2813
2024 Q1	$2K	Sell	52 -7	-12%	-$267	﹤0.01%	2745
2023 Q4	$2.36K	Buy	+59	New	+$2.06K	﹤0.01%	2524

Other funds holding MBWM

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing's MBWM Position: Q3 2026 in Review

GAMMA Investing increased its Mercantile Bank Corp (MBWM) stake by 11% in Q3 2026, buying an estimated $1.37K and bringing the position to 234 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

GAMMA Investing first reported a position in MBWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.6K in Q1 2025. 22 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

GAMMA Investing held 234 shares of Mercantile Bank Corp worth $13.6K as of Q3 2026.
GAMMA Investing bought 23 Mercantile Bank Corp shares in Q3 2026, an estimated $1.37K.
Mercantile Bank Corp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3171 holding.
GAMMA Investing first reported a position in Mercantile Bank Corp in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Mercantile Bank Corp position peaked at $22.6K in Q1 2025.
22 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.