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Principal Securities’s Mercantile Bank Corp MBWM Stock Holding History

Principal Securities’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
Q4 		– Sell
-51
Closed -$2.29K – 2640
2025
Q3 		$2.29K Hold
51
– – ﹤0.01% 3196
2025
Q2 		$2.37K Hold
51
– – ﹤0.01% 3093
2025
Q1 		$2.27K Hold
51
– – ﹤0.01% 3016
2024
Q4 		$2.27K Buy
51
+6
+13% +$279 ﹤0.01% 3010
2024
Q3 		$1.97K Hold
45
– – ﹤0.01% 2959
2024
Q2 		$1.83K Hold
45
– – ﹤0.01% 2936
2024
Q1 		$1.73K Sell
45
-14
-24% -$534 ﹤0.01% 2908
2023
Q4 		$2.38K Buy
+59
New +$2.06K ﹤0.01% 2768

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Securities's MBWM Position: Q4 2025 in Review

Principal Securities sold out of Mercantile Bank Corp (MBWM) in Q4 2025, closing a stake of 51 shares — an estimated $2.29K sold.

Principal Securities first reported a position in MBWM in Q4 2023 and held it in 8 quarters. The position peaked at $2.38K in Q4 2023. 191 funds tracked by Wall St. Rank hold MBWM as of Q4 2025.

  • Principal Securities reported no remaining Mercantile Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 51 Mercantile Bank Corp shares in Q4 2025, an estimated $2.29K.
  • Principal Securities first reported a position in Mercantile Bank Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Mercantile Bank Corp position peaked at $2.38K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.