N.E.W. Advisory Services’s Mercantile Bank Corp MBWM Stock Holding History

N.E.W. Advisory 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 Q4	–	Sell	-150	Closed	-$6.75K	–	914
2025 Q3	$6.75K	Hold	150	–	–	﹤0.01%	629
2025 Q2	$6.96K	Hold	150	–	–	﹤0.01%	608
2025 Q1	$6.52K	Buy	+150	New	+$6.96K	﹤0.01%	674

Other funds holding MBWM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

N.E.W. Advisory Services's MBWM Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Mercantile Bank Corp (MBWM) in Q4 2025, closing a stake of 150 shares — an estimated $6.75K sold.

N.E.W. Advisory Services first reported a position in MBWM in Q1 2025 and held it in 3 quarters. The position peaked at $6.96K in Q2 2025. 191 funds tracked by Wall St. Rank hold MBWM as of Q4 2025.

N.E.W. Advisory Services reported no remaining Mercantile Bank Corp position as of Q4 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 150 Mercantile Bank Corp shares in Q4 2025, an estimated $6.75K.
N.E.W. Advisory Services first reported a position in Mercantile Bank Corp in Q1 2025 and held it in 3 quarters.
N.E.W. Advisory Services's Mercantile Bank Corp position peaked at $6.96K in Q2 2025.
191 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.