Root Financial Partners
MBWM icon

Root Financial Partners’s Mercantile Bank Corp MBWM Stock Holding History

Root Financial Partners’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 		$2.86K Buy
+49
New +$2.92K ﹤0.01% 2469
2026
Q2 		– Sell
-26
Closed -$1.31K – 2027
2026
Q1 		$1.31K Buy
+26
New +$1.34K ﹤0.01% 2487

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Root Financial Partners's MBWM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mercantile Bank Corp (MBWM) in Q3 2026: 49 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #2469 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MBWM as recently as Q1 2026.

Root Financial Partners first reported a position in MBWM in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

  • Root Financial Partners held 49 shares of Mercantile Bank Corp worth $2.86K as of Q3 2026.
  • Mercantile Bank Corp was a new Root Financial Partners position in Q3 2026.
  • Mercantile Bank Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2469 holding.
  • Root Financial Partners first reported a position in Mercantile Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.