SBI Securities’s Mercantile Bank Corp MBWM Stock Holding History

SBI Securities’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
2025 Q1	–	Sell	-2	Closed	-$89	–	4172
2024 Q4	$89	Buy	+2	New	+$93	﹤0.01%	3491

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

SBI Securities's MBWM Position: Q1 2025 in Review

SBI Securities sold out of Mercantile Bank Corp (MBWM) in Q1 2025, closing a stake of 2 shares — an estimated $89 sold.

SBI Securities first reported a position in MBWM in Q4 2024 and held it in 1 quarter. The position peaked at $89 in Q4 2024. 194 funds tracked by Wall St. Rank hold MBWM as of Q1 2025.

SBI Securities reported no remaining Mercantile Bank Corp position as of Q1 2025 after selling out during the quarter.
SBI Securities sold 2 Mercantile Bank Corp shares in Q1 2025, an estimated $89.
SBI Securities first reported a position in Mercantile Bank Corp in Q4 2024 and held it in 1 quarter.
SBI Securities's Mercantile Bank Corp position peaked at $89 in Q4 2024.
194 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2025.

Based on SBI Securities's 13F filing for Q1 2025, filed 2 May 2025.