Physician Wealth Advisors
MBWM icon

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
Q3 		$1.98K Hold
34
– – ﹤0.01% 1582
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

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LVM Capital Management
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Counterpoint Mutual Funds
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Inspire Investing
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Physician Wealth Advisors's MBWM Position: Q3 2026 in Review

Physician Wealth Advisors held its Mercantile Bank Corp (MBWM) position steady in Q3 2026 at 34 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Physician Wealth Advisors first reported a position in MBWM in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

  • Physician Wealth Advisors held 34 shares of Mercantile Bank Corp worth $1.98K as of Q3 2026.
  • Physician Wealth Advisors left its Mercantile Bank Corp share count unchanged in Q3 2026.
  • Mercantile Bank Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1582 holding.
  • Physician Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.