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MassMutual Private Wealth & Trust’s Mercantile Bank Corp MBWM Stock Holding History

MassMutual Private Wealth & Trust’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 		$689 Hold
12
– – ﹤0.01% 2233
2026
Q1 		$606 Hold
12
– – ﹤0.01% 2204
2025
Q4 		$577 Hold
12
– – ﹤0.01% 2226
2025
Q3 		$540 Hold
12
– – ﹤0.01% 2228
2025
Q2 		$557 Hold
12
– – ﹤0.01% 2214
2025
Q1 		$521 Hold
12
– – ﹤0.01% 2225
2024
Q4 		$534 Buy
+12
New +$558 ﹤0.01% 2131

Other funds holding MBWM

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
JA
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
LG
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MassMutual Private Wealth & Trust's MBWM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Mercantile Bank Corp (MBWM) position steady in Q2 2026 at 12 shares worth $689. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

MassMutual Private Wealth & Trust first reported a position in MBWM in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 12 shares of Mercantile Bank Corp worth $689 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Mercantile Bank Corp share count unchanged in Q2 2026.
  • Mercantile Bank Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2233 holding.
  • MassMutual Private Wealth & Trust first reported a position in Mercantile Bank Corp in Q4 2024 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.