Kestra Advisory Services’s Mercantile Bank Corp MBWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-543
Closed -$26.1K 3864
2025
Q4
$26.1K Buy
+543
New +$25K ﹤0.01% 4369

Other funds holding MBWM

Kestra Advisory Services's MBWM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Mercantile Bank Corp (MBWM) in Q1 2026, closing a stake of 543 shares — an estimated $26.1K sold.

Kestra Advisory Services first reported a position in MBWM in Q4 2025 and held it in 1 quarter. The position peaked at $26.1K in Q4 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Mercantile Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 543 Mercantile Bank Corp shares in Q1 2026, an estimated $26.1K.
  • Kestra Advisory Services first reported a position in Mercantile Bank Corp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Mercantile Bank Corp position peaked at $26.1K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.