RIL
MBWM icon

Rothschild Investment LLC’s Mercantile Bank Corp MBWM Stock Holding History

Rothschild Investment LLC’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 		$2.58K Sell
51
-4
-7% -$205 ﹤0.01% 2432
2025
Q4 		$2.65K Buy
55
+12
+28% +$554 ﹤0.01% 2220
2025
Q3 		$1.94K Buy
43
+28
+187% +$1.33K ﹤0.01% 2250
2025
Q2 		$696 Sell
15
-30
-67% -$1.3K ﹤0.01% 2625
2025
Q1 		$1.96K Buy
45
+10
+29% +$464 ﹤0.01% 1913
2024
Q4 		$1.56K Buy
35
+15
+75% +$697 ﹤0.01% 1948
2024
Q3 		$874 Buy
20
+15
+300% +$663 ﹤0.01% 2261
2024
Q2 		$203 Buy
+5
New +$187 ﹤0.01% 2484

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Rothschild Investment LLC's MBWM Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Mercantile Bank Corp (MBWM) stake by 7.3% in Q1 2026, selling an estimated $205 and leaving 51 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Rothschild Investment LLC first reported a position in MBWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.65K in Q4 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Rothschild Investment LLC held 51 shares of Mercantile Bank Corp worth $2.58K as of Q1 2026.
  • Rothschild Investment LLC sold 4 Mercantile Bank Corp shares in Q1 2026, an estimated $205.
  • Mercantile Bank Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2432 holding.
  • Rothschild Investment LLC first reported a position in Mercantile Bank Corp in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Mercantile Bank Corp position peaked at $2.65K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.