MML Investors Services
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MML Investors Services’s Mercantile Bank Corp MBWM Stock Holding History

MML Investors 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
2026
Q1 		– Sell
-4,658
Closed -$224K – 3108
2025
Q4 		$224K Buy
4,658
+186
+4% +$8.58K ﹤0.01% 2819
2025
Q3 		$201K Sell
4,472
-282
-6% -$13.4K ﹤0.01% 2763
2025
Q2 		$221K Sell
4,754
-338
-7% -$14.6K ﹤0.01% 2623
2025
Q1 		$221K Buy
+5,092
New +$236K ﹤0.01% 2487
2024
Q2 		– Sell
-5,336
Closed -$205K – 2526
2024
Q1 		$205K Sell
5,336
-882
-14% -$33.6K ﹤0.01% 2345
2023
Q4 		$251K Buy
+6,218
New +$218K ﹤0.01% 2161

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

MML Investors Services's MBWM Position: Q1 2026 in Review

MML Investors Services sold out of Mercantile Bank Corp (MBWM) in Q1 2026, closing a stake of 4,658 shares — an estimated $224K sold.

MML Investors Services first reported a position in MBWM in Q4 2023 and held it in 6 quarters. The position peaked at $251K in Q4 2023. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • MML Investors Services reported no remaining Mercantile Bank Corp position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 4,658 Mercantile Bank Corp shares in Q1 2026, an estimated $224K.
  • MML Investors Services first reported a position in Mercantile Bank Corp in Q4 2023 and held it in 6 quarters.
  • MML Investors Services's Mercantile Bank Corp position peaked at $251K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.