Morgan Stanley
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Morgan Stanley’s Mercantile Bank Corp MBWM Stock Holding History

Morgan Stanley’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 		$6.43M Sell
127,236
-32,378
-20% -$1.66M ﹤0.01% 3932
2025
Q4 		$7.68M Sell
159,614
-8,427
-5% -$389K ﹤0.01% 3848
2025
Q3 		$7.56M Buy
168,041
+54,264
+48% +$2.58M ﹤0.01% 3800
2025
Q2 		$5.28M Buy
113,777
+9,397
+9% +$407K ﹤0.01% 4024
2025
Q1 		$4.53M Sell
104,380
-22,374
-18% -$1.04M ﹤0.01% 4005
2024
Q4 		$5.64M Buy
126,754
+20,946
+20% +$973K ﹤0.01% 3893
2024
Q3 		$4.63M Buy
105,808
+17,410
+20% +$769K ﹤0.01% 4019
2024
Q2 		$3.59M Sell
88,398
-1,351
-2% -$50.6K ﹤0.01% 4155
2024
Q1 		$3.45M Sell
89,749
-129,203
-59% -$4.93M ﹤0.01% 4204
2023
Q4 		$8.84M Buy
218,952
+121,566
+125% +$4.26M ﹤0.01% 4014
2023
Q3 		$3.01M Buy
97,386
+8,187
+9% +$268K ﹤0.01% 4095
2023
Q2 		$2.46M Sell
89,199
-11,464
-11% -$318K ﹤0.01% 4286
2023
Q1 		$3.08M Sell
100,663
-12,253
-11% -$410K ﹤0.01% 4169
2022
Q4 		$3.78M Buy
112,916
+4,749
+4% +$159K ﹤0.01% 3988
2022
Q3 		$3.21M Sell
108,167
-43,455
-29% -$1.45M ﹤0.01% 4049
2022
Q2 		$4.85M Buy
151,622
+93,595
+161% +$3.03M ﹤0.01% 3800
2022
Q1 		$2.06M Sell
58,027
-6,220
-10% -$232K ﹤0.01% 4506
2021
Q4 		$2.25M Buy
64,247
+22,490
+54% +$783K ﹤0.01% 4483
2021
Q3 		$1.34M Buy
41,757
+5,886
+16% +$182K ﹤0.01% 4863
2021
Q2 		$1.08M Buy
35,871
+10,092
+39% +$322K ﹤0.01% 5031
2021
Q1 		$837K Sell
25,779
-26,996
-51% -$814K ﹤0.01% 4834
2020
Q4 		$1.43M Buy
52,775
+22,103
+72% +$528K ﹤0.01% 4422
2020
Q3 		$553K Buy
30,672
+594
+2% +$12.4K ﹤0.01% 4588
2020
Q2 		$679K Sell
30,078
-704
-2% -$15.5K ﹤0.01% 4436
2020
Q1 		$651K Sell
30,782
-17,029
-36% -$514K ﹤0.01% 4232
2019
Q4 		$1.74M Buy
47,811
+12,434
+35% +$437K ﹤0.01% 4138
2019
Q3 		$1.16M Buy
35,377
+19,477
+122% +$626K ﹤0.01% 4209
2019
Q2 		$518K Sell
15,900
-19,010
-54% -$623K ﹤0.01% 4591
2019
Q1 		$1.14M Sell
34,910
-29,415
-46% -$975K ﹤0.01% 4016
2018
Q4 		$1.82M Sell
64,325
-62,624
-49% -$1.94M ﹤0.01% 3846
2018
Q3 		$4.24M Buy
126,949
+38,417
+43% +$1.37M ﹤0.01% 3355
2018
Q2 		$3.27M Buy
88,532
+2,158
+2% +$77.5K ﹤0.01% 3615
2018
Q1 		$2.87M Buy
86,374
+4,763
+6% +$167K ﹤0.01% 3642
2017
Q4 		$2.89M Buy
81,611
+11,234
+16% +$404K ﹤0.01% 3679
2017
Q3 		$2.46M Sell
70,377
-9,137
-11% -$290K ﹤0.01% 3675
2017
Q2 		$2.5M Sell
79,514
-12,206
-13% -$399K ﹤0.01% 3592
2017
Q1 		$3.16M Sell
91,720
-46,611
-34% -$1.57M ﹤0.01% 3376
2016
Q4 		$5.21M Buy
138,331
+40,360
+41% +$1.27M ﹤0.01% 2942
2016
Q3 		$2.63M Buy
97,971
+20,057
+26% +$520K ﹤0.01% 3271
2016
Q2 		$1.86M Buy
77,914
+20,883
+37% +$494K ﹤0.01% 3486
2016
Q1 		$1.28M Buy
57,031
+20,719
+57% +$468K ﹤0.01% 3718
2015
Q4 		$891K Buy
36,312
+21,956
+153% +$516K ﹤0.01% 4141
2015
Q3 		$298K Sell
14,356
-14,863
-51% -$304K ﹤0.01% 4889
2015
Q2 		$627K Buy
29,219
+9,877
+51% +$200K ﹤0.01% 4543
2015
Q1 		$378K Sell
19,342
-2,180
-10% -$42.3K ﹤0.01% 4825
2014
Q4 		$452K Sell
21,522
-1,157
-5% -$22.9K ﹤0.01% 4730
2014
Q3 		$433K Sell
22,679
-808
-3% -$16K ﹤0.01% 4663
2014
Q2 		$538K Sell
23,487
-8,412
-26% -$174K ﹤0.01% 4525
2014
Q1 		$657K Sell
31,899
-2,921
-8% -$60.3K ﹤0.01% 4365
2013
Q4 		$752K Buy
34,820
+14,625
+72% +$314K ﹤0.01% 4150
2013
Q3 		$440K Sell
20,195
-1,527
-7% -$30.6K ﹤0.01% 4424
2013
Q2 		$390K Buy
+21,722
New +$368K ﹤0.01% 4433

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

Morgan Stanley's MBWM Position: Q1 2026 in Review

Morgan Stanley reduced its Mercantile Bank Corp (MBWM) stake by 20% in Q1 2026, selling an estimated $1.66M and leaving 127,236 shares worth $6.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3932.

Morgan Stanley first reported a position in MBWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.84M in Q4 2023. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Morgan Stanley held 127,236 shares of Mercantile Bank Corp worth $6.43M as of Q1 2026.
  • Morgan Stanley sold 32,378 Mercantile Bank Corp shares in Q1 2026, an estimated $1.66M.
  • Mercantile Bank Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3932 holding.
  • Morgan Stanley first reported a position in Mercantile Bank Corp in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Mercantile Bank Corp position peaked at $8.84M in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.