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Moneta Group Investment Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-9,640
Closed -$434K – 837
2025
Q3 		$434K Sell
9,640
-1,672
-15% -$79.4K ﹤0.01% 533
2025
Q2 		$525K Buy
11,312
+2,696
+31% +$117K 0.01% 428
2025
Q1 		$374K Buy
+8,616
New +$400K 0.01% 482

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moneta Group Investment Advisors's MBWM Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Mercantile Bank Corp (MBWM) in Q4 2025, closing a stake of 9,640 shares — an estimated $434K sold.

Moneta Group Investment Advisors first reported a position in MBWM in Q1 2025 and held it in 3 quarters. The position peaked at $525K in Q2 2025. 191 funds tracked by Wall St. Rank hold MBWM as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining Mercantile Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 9,640 Mercantile Bank Corp shares in Q4 2025, an estimated $434K.
  • Moneta Group Investment Advisors first reported a position in Mercantile Bank Corp in Q1 2025 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Mercantile Bank Corp position peaked at $525K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.