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Pathstone Holdings’s
Mercantile Bank Corp
MBWM
Stock Holding History
Pathstone Holdings’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
$907K
Sell
17,953
-736
-4%
-$37.8K
﹤0.01%
1460
2025
Q4
$899K
Sell
18,689
-13,951
-43%
-$644K
﹤0.01%
1474
2025
Q3
$1.47M
Sell
32,640
-2,435
-7%
-$116K
0.01%
1200
2025
Q2
$1.63M
Sell
35,075
-42
-0.1%
-$1.82K
0.01%
1119
2025
Q1
$1.53M
Buy
35,117
+1,725
+5%
+$80K
0.01%
1138
2024
Q4
$1.49M
Buy
33,392
+1,638
+5%
+$76.1K
0.01%
1147
2024
Q3
$1.39M
Sell
31,754
-248
-0.8%
-$11K
0.01%
1192
2024
Q2
$1.3M
Buy
32,002
+2,489
+8%
+$93.2K
0.01%
1171
2024
Q1
$1.14M
Buy
29,513
+21,257
+257%
+$811K
0.01%
1202
2023
Q4
$333K
Buy
+8,256
New
+$289K
﹤0.01%
1749
Other funds holding MBWM
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$5.7T AUM
30.48%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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