Oliver Lagore Vanvalin Investment Group’s Mercantile Bank Corp MBWM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$80K	Buy	+1,842	New	+$79.8K	0.03%	201
2024 Q4	$82K	Hold	1,842	–	–	0.02%	200
2024 Q3	$80.5K	Hold	1,842	–	–	0.02%	196
2024 Q2	$74.7K	Sell	1,842 -280	-13%	-$10.5K	0.02%	194
2024 Q1	$81.7K	Hold	2,122	–	–	0.02%	197
2023 Q4	$85.7K	Hold	2,122	–	–	0.03%	162
2023 Q3	$65.6K	Sell	2,122 -6	-0.3%	-$196	0.03%	208
2023 Q2	$58.8K	Sell	2,128 -63	-3%	-$1.75K	0.02%	235
2023 Q1	$67K	Hold	2,191	–	–	0.03%	172
2022 Q4	$73.4K	Hold	2,191	–	–	0.04%	151
2022 Q3	$65K	Hold	2,191	–	–	0.04%	149
2022 Q2	$70K	Buy	2,191 +1,000	+84%	+$32.3K	0.04%	151
2022 Q1	$42K	Buy	+1,191	New	+$44.5K	0.03%	187

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MBWM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Mercantile Bank Corp (MBWM) in Q2 2025: 1,842 shares worth $80K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MBWM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MBWM in Q1 2022 and has held it in 13 quarters since. The position peaked at $85.7K in Q4 2023. 196 funds tracked by Wall St. Rank hold MBWM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,842 shares of Mercantile Bank Corp worth $80K as of Q2 2025.
Mercantile Bank Corp was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Mercantile Bank Corp made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #201 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Mercantile Bank Corp in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Mercantile Bank Corp position peaked at $85.7K in Q4 2023.
196 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.