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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
Q2 		– Sell
-26
Closed -$1.31K – 2027
2026
Q1 		$1.31K Buy
+26
New +$1.33K ﹤0.01% 2487

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Root Financial Partners's MBWM Position: Q2 2026 in Review

Root Financial Partners sold out of Mercantile Bank Corp (MBWM) in Q2 2026, closing a stake of 26 shares — an estimated $1.31K sold.

Root Financial Partners first reported a position in MBWM in Q1 2026 and held it in 1 quarter. The position peaked at $1.31K in Q1 2026. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Root Financial Partners reported no remaining Mercantile Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Mercantile Bank Corp shares in Q2 2026, an estimated $1.31K.
  • Root Financial Partners first reported a position in Mercantile Bank Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Mercantile Bank Corp position peaked at $1.31K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.