Lindbrook Capital’s Mercantile Bank Corp MBWM Stock Holding History

Lindbrook Capital’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
2025 Q1	$2.69K	Sell	62 -3	-5%	-$139	﹤0.01%	2193
2024 Q4	$2.89K	Buy	65 +3	+5%	+$139	﹤0.01%	2193
2024 Q3	$2.71K	Hold	62	–	–	﹤0.01%	2254
2024 Q2	$2.52K	Buy	62 +44	+244%	+$1.65K	﹤0.01%	2276
2024 Q1	$693	Hold	18	–	–	﹤0.01%	2480
2023 Q4	$727	Sell	18 -165	-90%	-$5.78K	﹤0.01%	2532
2023 Q3	$5.66K	Buy	183 +165	+917%	+$5.39K	﹤0.01%	1711
2023 Q2	$497	Sell	18 -384	-96%	-$10.6K	﹤0.01%	2514
2023 Q1	$12.3K	Buy	402 +389	+2,992%	+$13K	﹤0.01%	1317
2022 Q4	$435	Sell	13 -19	-59%	-$636	﹤0.01%	2620
2022 Q3	$1K	Sell	32 -154	-83%	-$5.14K	﹤0.01%	2399
2022 Q2	$6K	Buy	+186	New	+$6.01K	﹤0.01%	1484
2020 Q3	–	Sell	-123	Closed	-$3K	–	1809
2020 Q2	$3K	Buy	+123	New	+$2.71K	﹤0.01%	1267

Other funds holding MBWM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TCM

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

Lindbrook Capital's MBWM Position: Q1 2025 in Review

Lindbrook Capital reduced its Mercantile Bank Corp (MBWM) stake by 4.6% in Q1 2025, selling an estimated $139 and leaving 62 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Lindbrook Capital first reported a position in MBWM in Q2 2020 and has held it in 13 quarters since. The position peaked at $12.3K in Q1 2023. 194 funds tracked by Wall St. Rank hold MBWM as of Q1 2025.

Lindbrook Capital held 62 shares of Mercantile Bank Corp worth $2.69K as of Q1 2025.
Lindbrook Capital sold 3 Mercantile Bank Corp shares in Q1 2025, an estimated $139.
Mercantile Bank Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2193 holding.
Lindbrook Capital first reported a position in Mercantile Bank Corp in Q2 2020 and has held it in 13 quarters since.
Lindbrook Capital's Mercantile Bank Corp position peaked at $12.3K in Q1 2023.
194 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.