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 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

TCM

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

JVL Associates Wyoming, Michigan $352M AUM 27.55% 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

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

WCM

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

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LVM Capital Management's MBWM Position: Q2 2026 in Review

LVM Capital Management reduced its Mercantile Bank Corp (MBWM) stake by 0.72% in Q2 2026, selling an estimated $5.27K and leaving 13,877 shares worth $797K. The position accounts for 0.07% of the portfolio, ranked #88.

LVM Capital Management first reported a position in MBWM in Q2 2014 and has held it in 18 quarters since. The position peaked at $974K in Q1 2016. 46 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

LVM Capital Management held 13,877 shares of Mercantile Bank Corp worth $797K as of Q2 2026.
LVM Capital Management sold 100 Mercantile Bank Corp shares in Q2 2026, an estimated $5.27K.
Mercantile Bank Corp made up 0.07% of LVM Capital Management's portfolio in Q2 2026, its #88 holding.
LVM Capital Management first reported a position in Mercantile Bank Corp in Q2 2014 and has held it in 18 quarters since.
LVM Capital Management's Mercantile Bank Corp position peaked at $974K in Q1 2016.
46 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.