Jones Financial Companies
MBWM icon

Jones Financial Companies’s Mercantile Bank Corp MBWM Stock Holding History

Jones Financial Companies’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 		$558K Buy
11,312
+10,474
+1,250% +$538K ﹤0.01% 1993
2025
Q4 		$40.3K Hold
838
– – ﹤0.01% 2627
2025
Q3 		$38.4K Buy
838
+450
+116% +$21.4K ﹤0.01% 2488
2025
Q2 		$18K Hold
388
– – ﹤0.01% 2644
2025
Q1 		$17.1K Sell
388
-2
-0.5% -$93 ﹤0.01% 2495
2024
Q4 		$17.4K Buy
+390
New +$18.1K ﹤0.01% 2312

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

Jones Financial Companies's MBWM Position: Q1 2026 in Review

Jones Financial Companies increased its Mercantile Bank Corp (MBWM) stake by 1,250% in Q1 2026, buying an estimated $538K and bringing the position to 11,312 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Jones Financial Companies first reported a position in MBWM in Q4 2024 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Jones Financial Companies held 11,312 shares of Mercantile Bank Corp worth $558K as of Q1 2026.
  • Jones Financial Companies bought 10,474 Mercantile Bank Corp shares in Q1 2026, an estimated $538K.
  • Mercantile Bank Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1993 holding.
  • Jones Financial Companies first reported a position in Mercantile Bank Corp in Q4 2024 and has held it in 6 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.