MWM
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Modern Wealth Management’s Mercantile Bank Corp MBWM Stock Holding History

Modern Wealth 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 		$498K Buy
8,668
+62
+0.7% +$3.27K 0.01% 722
2026
Q1 		$439K Buy
+8,606
New +$442K 0.01% 609

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Vanguard Capital Management
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American Century Companies
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NSAM
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Vanguard Portfolio Management
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Modern Wealth Management's MBWM Position: Q2 2026 in Review

Modern Wealth Management increased its Mercantile Bank Corp (MBWM) stake by 0.72% in Q2 2026, buying an estimated $3.27K and bringing the position to 8,668 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #722.

Modern Wealth Management first reported a position in MBWM in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Modern Wealth Management held 8,668 shares of Mercantile Bank Corp worth $498K as of Q2 2026.
  • Modern Wealth Management bought 62 Mercantile Bank Corp shares in Q2 2026, an estimated $3.27K.
  • Mercantile Bank Corp made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #722 holding.
  • Modern Wealth Management first reported a position in Mercantile Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.