IEQ Capital
MBWM icon

IEQ Capital’s Mercantile Bank Corp MBWM Stock Holding History

IEQ Capital’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 		$1.02M Sell
17,704
-2,371
-12% -$125K ﹤0.01% 1092
2026
Q1 		$1.01M Buy
20,075
+939
+5% +$48.2K ﹤0.01% 1041
2025
Q4 		$920K Sell
19,136
-6,657
-26% -$307K ﹤0.01% 1073
2025
Q3 		$1.16M Buy
25,793
+12,631
+96% +$600K ﹤0.01% 952
2025
Q2 		$611K Buy
13,162
+7,939
+152% +$344K ﹤0.01% 1071
2025
Q1 		$227K Buy
+5,223
New +$242K ﹤0.01% 1318

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IEQ Capital's MBWM Position: Q2 2026 in Review

IEQ Capital reduced its Mercantile Bank Corp (MBWM) stake by 12% in Q2 2026, selling an estimated $125K and leaving 17,704 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

IEQ Capital first reported a position in MBWM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2025. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • IEQ Capital held 17,704 shares of Mercantile Bank Corp worth $1.02M as of Q2 2026.
  • IEQ Capital sold 2,371 Mercantile Bank Corp shares in Q2 2026, an estimated $125K.
  • Mercantile Bank Corp made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1092 holding.
  • IEQ Capital first reported a position in Mercantile Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • IEQ Capital's Mercantile Bank Corp position peaked at $1.16M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.