LVM Capital Management’s Mercantile Bank Corp MBWM Stock Holding History

LVM Capital Management’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 Q3	$809K	Hold	13,877	–	–	0.07%	89
2026 Q2	$797K	Sell	13,877 -100	-0.7%	-$5.27K	0.07%	88
2026 Q1	$706K	Hold	13,977	–	–	0.07%	93
2025 Q4	$672K	Sell	13,977 -601	-4%	-$27.7K	0.06%	92
2025 Q3	$656K	Buy	+14,578	New	+$693K	0.06%	94
2017 Q4	–	Sell	-12,218	Closed	-$426K	–	120
2017 Q3	$426K	Sell	12,218 -1,550	-11%	-$49.1K	0.1%	73
2017 Q2	$433K	Hold	13,768	–	–	0.11%	72
2017 Q1	$474K	Sell	13,768 -6,288	-31%	-$212K	0.12%	70
2016 Q4	$756K	Buy	20,056 +5,311	+36%	+$167K	0.21%	52
2016 Q3	$337K	Sell	14,745 -20,706	-58%	-$536K	0.11%	79
2016 Q2	$846K	Sell	35,451 -8,000	-18%	-$189K	0.24%	49
2016 Q1	$974K	Buy	43,451 +30,634	+239%	+$692K	0.31%	44
2015 Q4	$315K	Sell	12,817 -1,378	-10%	-$32.4K	0.11%	77
2015 Q3	$295K	Sell	14,195 -300	-2%	-$6.14K	0.11%	81
2015 Q2	$310K	Hold	14,495	–	–	0.1%	85
2015 Q1	$283K	Hold	14,495	–	–	0.09%	88
2014 Q4	$305K	Hold	14,495	–	–	0.1%	86
2014 Q3	$276K	Sell	14,495 -250	-2%	-$4.94K	0.09%	89
2014 Q2	$337K	Buy	+14,745	New	+$306K	0.11%	79

Other funds holding MBWM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $832M AUM 18.13% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

LVM Capital Management's MBWM Position: Q3 2026 in Review

LVM Capital Management held its Mercantile Bank Corp (MBWM) position steady in Q3 2026 at 13,877 shares worth $809K. The position accounts for 0.07% of the portfolio, ranked #89.

LVM Capital Management first reported a position in MBWM in Q2 2014 and has held it in 19 quarters since. The position peaked at $974K in Q1 2016. 81 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

LVM Capital Management held 13,877 shares of Mercantile Bank Corp worth $809K as of Q3 2026.
LVM Capital Management left its Mercantile Bank Corp share count unchanged in Q3 2026.
Mercantile Bank Corp made up 0.07% of LVM Capital Management's portfolio in Q3 2026, its #89 holding.
LVM Capital Management first reported a position in Mercantile Bank Corp in Q2 2014 and has held it in 19 quarters since.
LVM Capital Management's Mercantile Bank Corp position peaked at $974K in Q1 2016.
81 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.