Sequoia Financial Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Sequoia Financial Advisors’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	$443K	Buy	+7,719	New	+$407K	﹤0.01%	1417

Other funds holding MBWM

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors's MBWM Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Mercantile Bank Corp (MBWM) in Q2 2026: 7,719 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

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

Sequoia Financial Advisors held 7,719 shares of Mercantile Bank Corp worth $443K as of Q2 2026.
Mercantile Bank Corp was a new Sequoia Financial Advisors position in Q2 2026.
Mercantile Bank Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1417 holding.
21 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.