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Global Retirement Partners’s Mercantile Bank Corp MBWM Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.79K Hold
58
– – ﹤0.01% 3625
2025
Q3 		$2.61K Buy
58
+16
+38% +$760 ﹤0.01% 3225
2025
Q2 		$1.95K Buy
+42
New +$1.82K ﹤0.01% 3247
2024
Q4 		$1.87K Sell
42
-10
-19% -$465 ﹤0.01% 3097
2024
Q3 		$2.27K Sell
52
-3
-5% -$133 ﹤0.01% 2898
2024
Q2 		$2.23K Buy
+55
New +$2.06K ﹤0.01% 2931

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Retirement Partners's MBWM Position: Q4 2025 in Review

Global Retirement Partners held its Mercantile Bank Corp (MBWM) position steady in Q4 2025 at 58 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

Global Retirement Partners first reported a position in MBWM in Q2 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold MBWM as of Q4 2025.

  • Global Retirement Partners held 58 shares of Mercantile Bank Corp worth $2.79K as of Q4 2025.
  • Global Retirement Partners left its Mercantile Bank Corp share count unchanged in Q4 2025.
  • Mercantile Bank Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3625 holding.
  • Global Retirement Partners first reported a position in Mercantile Bank Corp in Q2 2024 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.