Ruggaard & Associates’s Mercantile Bank Corp MBWM Stock Holding History

Ruggaard & Associates’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	$228K	Buy	+3,970	New	+$209K	0.08%	115

Other funds holding MBWM

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Ruggaard & Associates's MBWM Position: Q2 2026 in Review

Ruggaard & Associates opened a new position in Mercantile Bank Corp (MBWM) in Q2 2026: 3,970 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings.

207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Ruggaard & Associates held 3,970 shares of Mercantile Bank Corp worth $228K as of Q2 2026.
Mercantile Bank Corp was a new Ruggaard & Associates position in Q2 2026.
Mercantile Bank Corp made up 0.08% of Ruggaard & Associates's portfolio in Q2 2026, its #115 holding.
207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.