Physician Wealth Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Physician Wealth 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 Q2	$1.95K	Hold	34	–	–	﹤0.01%	1514
2026 Q1	$1.72K	Hold	34	–	–	﹤0.01%	1421
2025 Q4	$1.64K	Buy	+34	New	+$1.57K	﹤0.01%	1378

Other funds holding MBWM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Physician Wealth Advisors's MBWM Position: Q2 2026 in Review

Physician Wealth Advisors held its Mercantile Bank Corp (MBWM) position steady in Q2 2026 at 34 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Physician Wealth Advisors first reported a position in MBWM in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Physician Wealth Advisors held 34 shares of Mercantile Bank Corp worth $1.95K as of Q2 2026.
Physician Wealth Advisors left its Mercantile Bank Corp share count unchanged in Q2 2026.
Mercantile Bank Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1514 holding.
Physician Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2025 and has held it in 3 quarters since.
41 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.