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NewEdge Advisors’s Mercantile Bank Corp MBWM Stock Holding History

NewEdge 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
2026
Q1 		$3.13K Hold
62
– – ﹤0.01% 3703
2025
Q4 		$2.98K Hold
62
– – ﹤0.01% 3805
2025
Q3 		$2.79K Hold
62
– – ﹤0.01% 3700
2025
Q2 		$2.88K Hold
62
– – ﹤0.01% 3546
2025
Q1 		$2.69K Buy
+62
New +$2.88K ﹤0.01% 3444

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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

NewEdge Advisors's MBWM Position: Q1 2026 in Review

NewEdge Advisors held its Mercantile Bank Corp (MBWM) position steady in Q1 2026 at 62 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3703.

NewEdge Advisors first reported a position in MBWM in Q1 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • NewEdge Advisors held 62 shares of Mercantile Bank Corp worth $3.13K as of Q1 2026.
  • NewEdge Advisors left its Mercantile Bank Corp share count unchanged in Q1 2026.
  • Mercantile Bank Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3703 holding.
  • NewEdge Advisors first reported a position in Mercantile Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.