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HRT Financial’s Mercantile Bank Corp MBWM Stock Holding History

HRT Financial’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 		– Sell
-6,907
Closed -$310K – 3676
2025
Q3 		$310K Sell
6,907
-1,029
-13% -$48.9K ﹤0.01% 2148
2025
Q2 		$368K Sell
7,936
-3,985
-33% -$173K ﹤0.01% 1756
2025
Q1 		$517K Sell
11,921
-3,310
-22% -$154K ﹤0.01% 1451
2024
Q4 		$677K Buy
15,231
+7,552
+98% +$351K ﹤0.01% 1289
2024
Q3 		$335K Buy
+7,679
New +$339K ﹤0.01% 1763
2022
Q1 		– Sell
-29,912
Closed -$1.05M – 3540
2021
Q4 		$1.05M Sell
29,912
-10,858
-27% -$378K 0.01% 1070
2021
Q3 		$1.3M Buy
40,770
+15,817
+63% +$490K 0.01% 1048
2021
Q2 		$753K Buy
24,953
+5,486
+28% +$175K 0.01% 1360
2021
Q1 		$632K Buy
+19,467
New +$587K 0.01% 1599

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

HRT Financial's MBWM Position: Q4 2025 in Review

HRT Financial sold out of Mercantile Bank Corp (MBWM) in Q4 2025, closing a stake of 6,907 shares — an estimated $310K sold.

HRT Financial first reported a position in MBWM in Q1 2021 and held it in 9 quarters. The position peaked at $1.3M in Q3 2021. 191 funds tracked by Wall St. Rank hold MBWM as of Q4 2025.

  • HRT Financial reported no remaining Mercantile Bank Corp position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 6,907 Mercantile Bank Corp shares in Q4 2025, an estimated $310K.
  • HRT Financial first reported a position in Mercantile Bank Corp in Q1 2021 and held it in 9 quarters.
  • HRT Financial's Mercantile Bank Corp position peaked at $1.3M in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.