Janney Montgomery Scott
MBWM icon

Janney Montgomery Scott’s Mercantile Bank Corp MBWM Stock Holding History

Janney Montgomery Scott’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 		$507K Sell
10,033
-4
-0% -$205 ﹤0.01% 2039
2025
Q4 		$483K Sell
10,037
-97
-1% -$4.47K ﹤0.01% 2220
2025
Q3 		$456K Sell
10,134
-1,438
-12% -$68.3K ﹤0.01% 2206
2025
Q2 		$537K Sell
11,572
-294
-2% -$12.7K ﹤0.01% 1957
2025
Q1 		$515K Buy
11,866
+2
+0% +$93 ﹤0.01% 1965
2024
Q4 		$528K Buy
11,864
+430
+4% +$20K ﹤0.01% 1951
2024
Q3 		$500K Sell
11,434
-103
-0.9% -$4.55K ﹤0.01% 1969
2024
Q2 		$468K Sell
11,537
-214
-2% -$8.01K ﹤0.01% 1943
2024
Q1 		$452K Buy
+11,751
New +$448K ﹤0.01% 2081

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

Janney Montgomery Scott's MBWM Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Mercantile Bank Corp (MBWM) stake by 0.04% in Q1 2026, selling an estimated $205 and leaving 10,033 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Janney Montgomery Scott first reported a position in MBWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $537K in Q2 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Janney Montgomery Scott held 10,033 shares of Mercantile Bank Corp worth $507K as of Q1 2026.
  • Janney Montgomery Scott sold 4 Mercantile Bank Corp shares in Q1 2026, an estimated $205.
  • Mercantile Bank Corp made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2039 holding.
  • Janney Montgomery Scott first reported a position in Mercantile Bank Corp in Q1 2024 and has held it in 9 quarters since.
  • Janney Montgomery Scott's Mercantile Bank Corp position peaked at $537K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.