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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
Q2 		$2.47K Sell
43
-8
-16% -$422 ﹤0.01% 2667
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

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Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rothschild Investment LLC's MBWM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Mercantile Bank Corp (MBWM) stake by 16% in Q2 2026, selling an estimated $422 and leaving 43 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Rothschild Investment LLC first reported a position in MBWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.65K in Q4 2025. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Rothschild Investment LLC held 43 shares of Mercantile Bank Corp worth $2.47K as of Q2 2026.
  • Rothschild Investment LLC sold 8 Mercantile Bank Corp shares in Q2 2026, an estimated $422.
  • Mercantile Bank Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2667 holding.
  • Rothschild Investment LLC first reported a position in Mercantile Bank Corp in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Mercantile Bank Corp position peaked at $2.65K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.