Integrated Wealth Concepts’s Mercantile Bank Corp MBWM Stock Holding History

Integrated Wealth Concepts’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	$54.2K	Buy	+944	New	+$49.8K	﹤0.01%	3303

Other funds holding MBWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's MBWM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Mercantile Bank Corp (MBWM) in Q2 2026: 944 shares worth $54.2K. The stake represents ﹤0.01% of the portfolio and ranks #3303 among its holdings.

207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Integrated Wealth Concepts held 944 shares of Mercantile Bank Corp worth $54.2K as of Q2 2026.
Mercantile Bank Corp was a new Integrated Wealth Concepts position in Q2 2026.
Mercantile Bank Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3303 holding.
207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.