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IFP Advisors’s Mercantile Bank Corp MBWM Stock Holding History

IFP Advisors’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 		$25.6K Buy
446
+5
+1% +$264 ﹤0.01% 2819
2026
Q1 		$22.3K Hold
441
– – ﹤0.01% 2717
2025
Q4 		$21.2K Buy
441
+53
+14% +$2.44K ﹤0.01% 2695
2025
Q3 		$17.5K Buy
388
+36
+10% +$1.71K ﹤0.01% 2648
2025
Q2 		$16.3K Buy
352
+180
+105% +$7.79K ﹤0.01% 2647
2025
Q1 		$7.47K Buy
172
+168
+4,200% +$7.79K ﹤0.01% 2675
2024
Q4 		$178 Buy
+4
New +$186 ﹤0.01% 3802
2024
Q2 		– Sell
-23
Closed -$885 – 3292
2024
Q1 		$885 Sell
23
-163
-88% -$6.22K ﹤0.01% 2880
2023
Q4 		$7.51K Buy
186
+93
+100% +$3.26K ﹤0.01% 2284
2023
Q3 		$2.88K Hold
93
– – ﹤0.01% 2714
2023
Q2 		$2.57K Hold
93
– – ﹤0.01% 2793
2023
Q1 		$3.42K Hold
93
– – ﹤0.01% 2711
2022
Q4 		$3K Sell
93
-29
-24% -$971 ﹤0.01% 4030
2022
Q3 		$4K Hold
122
– – ﹤0.01% 4138
2022
Q2 		$4K Hold
122
– – ﹤0.01% 3901
2022
Q1 		$4K Hold
122
– – ﹤0.01% 3900
2021
Q4 		$4K Buy
122
+11
+10% +$383 ﹤0.01% 2577
2021
Q3 		$4K Buy
111
+18
+19% +$558 ﹤0.01% 2644
2021
Q2 		$3K Hold
93
– – ﹤0.01% 2643
2021
Q1 		$3K Sell
93
-91
-49% -$2.74K ﹤0.01% 2576
2020
Q4 		$5K Hold
184
– – ﹤0.01% 2331
2020
Q3 		$4K Hold
184
– – ﹤0.01% 2272
2020
Q2 		$4K Sell
184
-26
-12% -$573 ﹤0.01% 2179
2020
Q1 		$5K Sell
210
-41
-16% -$1.24K ﹤0.01% 2066
2019
Q4 		$8K Sell
251
-18
-7% -$633 ﹤0.01% 2020
2019
Q3 		$9K Buy
+269
New +$8.65K ﹤0.01% 2129
2019
Q1 		– Sell
-224
Closed -$6K – 2974
2018
Q4 		$6K Sell
224
-26
-10% -$806 ﹤0.01% 2758
2018
Q3 		$8K Buy
250
+1
+0.4% +$36 ﹤0.01% 2979
2018
Q2 		$9K Buy
249
+116
+87% +$4.17K ﹤0.01% 2966
2018
Q1 		$5K Hold
133
– – ﹤0.01% 3178
2017
Q4 		$5K Sell
133
-30
-18% -$1.08K ﹤0.01% 3225
2017
Q3 		$6K Buy
163
+63
+63% +$2K ﹤0.01% 3311
2017
Q2 		$3K Hold
100
– – ﹤0.01% 3626
2017
Q1 		$3K Hold
100
– – ﹤0.01% 3537
2016
Q4 		$4K Hold
100
– – ﹤0.01% 3400
2016
Q3 		$3K Hold
100
– – ﹤0.01% 3458
2016
Q2 		$2K Buy
+100
New +$2.37K ﹤0.01% 3475
2016
Q1 		– Sell
-100
Closed -$2K – 2967
2015
Q4 		$2K Buy
+100
New +$2.35K ﹤0.01% 3339

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFP Advisors's MBWM Position: Q2 2026 in Review

IFP Advisors increased its Mercantile Bank Corp (MBWM) stake by 1.1% in Q2 2026, buying an estimated $264 and bringing the position to 446 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

IFP Advisors first reported a position in MBWM in Q4 2015 and has held it in 38 quarters since. 40 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • IFP Advisors held 446 shares of Mercantile Bank Corp worth $25.6K as of Q2 2026.
  • IFP Advisors bought 5 Mercantile Bank Corp shares in Q2 2026, an estimated $264.
  • Mercantile Bank Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2819 holding.
  • IFP Advisors first reported a position in Mercantile Bank Corp in Q4 2015 and has held it in 38 quarters since.
  • 40 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.