Raymond James Financial Services Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Raymond James Financial Services 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
2023 Q1	–	Sell	-10,676	Closed	-$357K	–	3350
2022 Q4	$357K	Buy	10,676 +1,813	+20%	+$60.7K	﹤0.01%	2473
2022 Q3	$263K	Buy	8,863 +843	+11%	+$28.1K	﹤0.01%	2653
2022 Q2	$256K	Buy	+8,020	New	+$259K	﹤0.01%	2702
2015 Q4	–	Sell	-10,428	Closed	-$217K	–	1613
2015 Q3	$217K	Buy	+10,428	New	+$213K	﹤0.01%	1333

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

TCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Raymond James Financial Services Advisors's MBWM Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Mercantile Bank Corp (MBWM) in Q1 2023, closing a stake of 10,676 shares — an estimated $357K sold.

Raymond James Financial Services Advisors first reported a position in MBWM in Q3 2015 and held it in 4 quarters. The position peaked at $357K in Q4 2022. 128 funds tracked by Wall St. Rank hold MBWM as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining Mercantile Bank Corp position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 10,676 Mercantile Bank Corp shares in Q1 2023, an estimated $357K.
Raymond James Financial Services Advisors first reported a position in Mercantile Bank Corp in Q3 2015 and held it in 4 quarters.
Raymond James Financial Services Advisors's Mercantile Bank Corp position peaked at $357K in Q4 2022.
128 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.