InceptionR’s Mercantile Bank Corp MBWM Stock Holding History

InceptionR’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 Q1	–	Sell	-5,676	Closed	-$253K	–	719
2024 Q4	$253K	Buy	+5,676	New	+$264K	0.06%	510

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

InceptionR's MBWM Position: Q1 2025 in Review

InceptionR sold out of Mercantile Bank Corp (MBWM) in Q1 2025, closing a stake of 5,676 shares — an estimated $253K sold.

InceptionR first reported a position in MBWM in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 194 funds tracked by Wall St. Rank hold MBWM as of Q1 2025.

InceptionR reported no remaining Mercantile Bank Corp position as of Q1 2025 after selling out during the quarter.
InceptionR sold 5,676 Mercantile Bank Corp shares in Q1 2025, an estimated $253K.
InceptionR first reported a position in Mercantile Bank Corp in Q4 2024 and held it in 1 quarter.
InceptionR's Mercantile Bank Corp position peaked at $253K in Q4 2024.
194 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.