Greenleaf Trust’s Mercantile Bank Corp MBWM Stock Holding History

Greenleaf Trust’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	$253K	Buy	+5,012	New	+$257K	﹤0.01%	708
2018 Q1	–	Sell	-7,000	Closed	-$248K	–	615
2017 Q4	$248K	Sell	7,000 -2,000	-22%	-$71.9K	0.01%	387
2017 Q3	$314K	Sell	9,000 -2,026	-18%	-$64.2K	0.01%	299
2017 Q2	$347K	Hold	11,026	–	–	0.01%	256
2017 Q1	$379K	Buy	+11,026	New	+$371K	0.01%	194

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Greenleaf Trust's MBWM Position: Q1 2026 in Review

Greenleaf Trust opened a new position in Mercantile Bank Corp (MBWM) in Q1 2026: 5,012 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in MBWM as recently as Q4 2017.

Greenleaf Trust first reported a position in MBWM in Q1 2017 and has held it in 5 quarters since. The position peaked at $379K in Q1 2017. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

Greenleaf Trust held 5,012 shares of Mercantile Bank Corp worth $253K as of Q1 2026.
Mercantile Bank Corp was a new Greenleaf Trust position in Q1 2026.
Mercantile Bank Corp made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #708 holding.
Greenleaf Trust first reported a position in Mercantile Bank Corp in Q1 2017 and has held it in 5 quarters since.
Greenleaf Trust's Mercantile Bank Corp position peaked at $379K in Q1 2017.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.