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Hennion & Walsh Asset Management’s Mercantile Bank Corp MBWM Stock Holding History

Hennion & Walsh Asset Management’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 		$759K Sell
13,219
-76
-0.6% -$4.01K 0.02% 644
2026
Q1 		$671K Buy
13,295
+1,502
+13% +$77.1K 0.02% 620
2025
Q4 		$567K Sell
11,793
-4,029
-25% -$186K 0.02% 677
2025
Q3 		$712K Buy
15,822
+710
+5% +$33.7K 0.03% 593
2025
Q2 		$701K Buy
15,112
+2,666
+21% +$115K 0.03% 579
2025
Q1 		$541K Buy
12,446
+2,273
+22% +$105K 0.02% 612
2024
Q4 		$453K Sell
10,173
-3,536
-26% -$164K 0.02% 648
2024
Q3 		$599K Sell
13,709
-488
-3% -$21.6K 0.03% 570
2024
Q2 		$576K Buy
14,197
+3,544
+33% +$133K 0.03% 552
2024
Q1 		$410K Buy
10,653
+1,523
+17% +$58.1K 0.02% 616
2023
Q4 		$369K Sell
9,130
-7,498
-45% -$262K 0.02% 622
2023
Q3 		$514K Sell
16,628
-1,126
-6% -$36.8K 0.03% 509
2023
Q2 		$490K Buy
17,754
+5,597
+46% +$155K 0.03% 512
2023
Q1 		$372K Buy
12,157
+1,094
+10% +$36.6K 0.02% 587
2022
Q4 		$370K Buy
11,063
+337
+3% +$11.3K 0.02% 565
2022
Q3 		$319K Sell
10,726
-335
-3% -$11.2K 0.02% 596
2022
Q2 		$353K Buy
11,061
+970
+10% +$31.4K 0.02% 583
2022
Q1 		$357K Buy
+10,091
New +$377K 0.02% 601

Other funds holding MBWM

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Hennion & Walsh Asset Management's MBWM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Mercantile Bank Corp (MBWM) stake by 0.57% in Q2 2026, selling an estimated $4.01K and leaving 13,219 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #644.

Hennion & Walsh Asset Management first reported a position in MBWM in Q1 2022 and has held it in 18 quarters since. 40 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Hennion & Walsh Asset Management held 13,219 shares of Mercantile Bank Corp worth $759K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 76 Mercantile Bank Corp shares in Q2 2026, an estimated $4.01K.
  • Mercantile Bank Corp made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #644 holding.
  • Hennion & Walsh Asset Management first reported a position in Mercantile Bank Corp in Q1 2022 and has held it in 18 quarters since.
  • 40 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.