JVL Associates’s Mercantile Bank Corp MBWM Stock Holding History

JVL Associates’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	$3.86M	Buy	67,194 +1,686	+3%	+$88.9K	1.09%	16
2026 Q1	$3.31M	Buy	65,508 +5,339	+9%	+$274K	1.11%	16
2025 Q4	$2.89M	Sell	60,169 -1,758	-3%	-$81.1K	0.94%	18
2025 Q3	$2.79M	Sell	61,927 -29	-0%	-$1.38K	0.92%	18
2025 Q2	$2.88M	Sell	61,956 -77	-0.1%	-$3.33K	1.03%	15
2025 Q1	$2.69M	Hold	62,033	–	–	1.09%	15
2024 Q4	$2.76M	Buy	62,033 +4	+0%	+$186	1.05%	16
2024 Q3	$2.71M	Buy	62,029 +14	+0%	+$619	1.05%	14
2024 Q2	$2.52M	Hold	62,015	–	–	1.01%	15
2024 Q1	$2.39M	Hold	62,015	–	–	0.98%	14
2023 Q4	$2.5M	Sell	62,015 -2,740	-4%	-$95.9K	1.13%	14
2023 Q3	$2M	Hold	64,755	–	–	1.03%	13
2023 Q2	$1.79M	Buy	64,755 +52	+0.1%	+$1.44K	0.87%	14
2023 Q1	$1.98M	Buy	64,703 +10,390	+19%	+$348K	1.04%	13
2022 Q4	$1.82M	Sell	54,313 -13,701	-20%	-$459K	1.06%	13
2022 Q3	$2.02M	Hold	68,014	–	–	1.22%	12
2022 Q2	$2.17M	Buy	68,014 +25,102	+58%	+$812K	1.51%	11
2022 Q1	$1.52M	Buy	42,912 +258	+0.6%	+$9.64K	0.94%	16
2021 Q4	$1.49M	Hold	42,654	–	–	0.93%	20
2021 Q3	$1.37M	Buy	42,654 +14	+0%	+$434	0.94%	21
2021 Q2	$1.29M	Hold	42,640	–	–	0.89%	21
2021 Q1	$1.39M	Hold	42,640	–	–	1.03%	18
2020 Q4	$1.16M	Hold	42,640	–	–	0.92%	20
2020 Q3	$768K	Hold	42,640	–	–	0.72%	22
2020 Q2	$964K	Buy	42,640 +28,140	+194%	+$620K	1.01%	20
2020 Q1	$307K	Hold	14,500	–	–	0.37%	36
2019 Q4	$529K	Hold	14,500	–	–	0.5%	27
2019 Q3	$476K	Hold	14,500	–	–	0.39%	28
2019 Q2	$472K	Hold	14,500	–	–	0.4%	28
2019 Q1	$474K	Hold	14,500	–	–	0.44%	28
2018 Q4	$410K	Hold	14,500	–	–	0.45%	29
2018 Q3	$484K	Hold	14,500	–	–	0.46%	28
2018 Q2	$536K	Hold	14,500	–	–	0.52%	26
2018 Q1	$482K	Hold	14,500	–	–	0.48%	25
2017 Q4	$513K	Buy	+14,500	New	+$521K	0.52%	25

Other funds holding MBWM

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JVL Associates's MBWM Position: Q2 2026 in Review

JVL Associates increased its Mercantile Bank Corp (MBWM) stake by 2.6% in Q2 2026, buying an estimated $88.9K and bringing the position to 67,194 shares worth $3.86M. The position accounts for 1.09% of the portfolio, ranked #16.

JVL Associates first reported a position in MBWM in Q4 2017 and has held it in 35 quarters since. 57 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

JVL Associates held 67,194 shares of Mercantile Bank Corp worth $3.86M as of Q2 2026.
JVL Associates bought 1,686 Mercantile Bank Corp shares in Q2 2026, an estimated $88.9K.
Mercantile Bank Corp made up 1.09% of JVL Associates's portfolio in Q2 2026, its #16 holding.
JVL Associates first reported a position in Mercantile Bank Corp in Q4 2017 and has held it in 35 quarters since.
57 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.