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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
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

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

IEQ Capital's MBWM Position: Q1 2026 in Review

IEQ Capital increased its Mercantile Bank Corp (MBWM) stake by 4.9% in Q1 2026, buying an estimated $48.2K and bringing the position to 20,075 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

IEQ Capital first reported a position in MBWM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • IEQ Capital held 20,075 shares of Mercantile Bank Corp worth $1.01M as of Q1 2026.
  • IEQ Capital bought 939 Mercantile Bank Corp shares in Q1 2026, an estimated $48.2K.
  • Mercantile Bank Corp made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1041 holding.
  • IEQ Capital first reported a position in Mercantile Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's Mercantile Bank Corp position peaked at $1.16M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.