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

Raymond James Financial’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 		$2.43M Buy
48,161
+3,446
+8% +$177K ﹤0.01% 3197
2025
Q4 		$2.15M Buy
44,715
+260
+0.6% +$12K ﹤0.01% 3221
2025
Q3 		$2M Buy
44,455
+9,179
+26% +$436K ﹤0.01% 3173
2025
Q2 		$1.64M Buy
35,276
+3,561
+11% +$154K ﹤0.01% 3244
2025
Q1 		$1.38M Buy
31,715
+437
+1% +$20.3K ﹤0.01% 3261
2024
Q4 		$1.39M Buy
+31,278
New +$1.45M ﹤0.01% 3228

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Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Raymond James Financial's MBWM Position: Q1 2026 in Review

Raymond James Financial increased its Mercantile Bank Corp (MBWM) stake by 7.7% in Q1 2026, buying an estimated $177K and bringing the position to 48,161 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Raymond James Financial first reported a position in MBWM in Q4 2024 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Raymond James Financial held 48,161 shares of Mercantile Bank Corp worth $2.43M as of Q1 2026.
  • Raymond James Financial bought 3,446 Mercantile Bank Corp shares in Q1 2026, an estimated $177K.
  • Mercantile Bank Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3197 holding.
  • Raymond James Financial first reported a position in Mercantile Bank Corp in Q4 2024 and has held it in 6 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.