MFS
MBWM icon

Mattson Financial Services’s Mercantile Bank Corp MBWM Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-685
Closed -$29.8K – 278
2025
Q1 		$29.8K Hold
685
– – 0.01% 204
2024
Q4 		$29.9K Hold
685
– – 0.01% 205
2024
Q3 		$27.8K Hold
685
– – 0.01% 181
2024
Q2 		$27.8K Buy
+685
New +$25.7K 0.01% 181

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Mattson Financial Services's MBWM Position: Q2 2025 in Review

Mattson Financial Services sold out of Mercantile Bank Corp (MBWM) in Q2 2025, closing a stake of 685 shares — an estimated $29.8K sold.

Mattson Financial Services first reported a position in MBWM in Q2 2024 and held it in 4 quarters. The position peaked at $29.9K in Q4 2024. 196 funds tracked by Wall St. Rank hold MBWM as of Q2 2025.

  • Mattson Financial Services reported no remaining Mercantile Bank Corp position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 685 Mercantile Bank Corp shares in Q2 2025, an estimated $29.8K.
  • Mattson Financial Services first reported a position in Mercantile Bank Corp in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's Mercantile Bank Corp position peaked at $29.9K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.