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
2026 Q2	$1.9K	Buy	+33	New	+$1.74K	﹤0.01%	4044
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

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 $3.38T AUM 44.17% 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

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Global Retirement Partners's MBWM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Mercantile Bank Corp (MBWM) in Q2 2026: 33 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #4044 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MBWM as recently as Q4 2025.

Global Retirement Partners first reported a position in MBWM in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.79K in Q4 2025. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Global Retirement Partners held 33 shares of Mercantile Bank Corp worth $1.9K as of Q2 2026.
Mercantile Bank Corp was a new Global Retirement Partners position in Q2 2026.
Mercantile Bank Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4044 holding.
Global Retirement Partners first reported a position in Mercantile Bank Corp in Q2 2024 and has held it in 7 quarters since.
Global Retirement Partners's Mercantile Bank Corp position peaked at $2.79K in Q4 2025.
206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.