Shakespeare Wealth Management’s Mercantile Bank Corp MBWM Stock Holding History

Shakespeare Wealth Management’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	$665K	Hold	11,574	–	–	0.18%	41
2026 Q1	$584K	Hold	11,574	–	–	0.14%	57
2025 Q4	$557K	Hold	11,574	–	–	0.12%	59
2025 Q3	$521K	Sell	11,574 -620	-5%	-$29.5K	0.12%	61
2025 Q2	$566K	Hold	12,194	–	–	0.15%	56
2025 Q1	$530K	Sell	12,194 -374	-3%	-$17.3K	0.14%	60
2024 Q4	$559K	Sell	12,568 -1,185	-9%	-$55.1K	0.15%	57
2024 Q3	$601K	Hold	13,753	–	–	0.16%	54
2024 Q2	$558K	Sell	13,753 -3,071	-18%	-$115K	0.16%	51
2024 Q1	$648K	Sell	16,824 -2,944	-15%	-$112K	0.19%	49
2023 Q4	$798K	Hold	19,768	–	–	0.25%	39
2023 Q3	$611K	Hold	19,768	–	–	0.21%	44
2023 Q2	$546K	Sell	19,768 -195	-1%	-$5.4K	0.19%	47
2023 Q1	$610K	Hold	19,963	–	–	0.22%	39
2022 Q4	$668K	Hold	19,963	–	–	0.25%	40
2022 Q3	$593K	Sell	19,963 -1,800	-8%	-$60.1K	0.25%	40
2022 Q2	$689K	Sell	21,763 -4,071	-16%	-$132K	0.28%	39
2022 Q1	$899K	Hold	25,834	–	–	0.32%	35
2021 Q4	$905K	Hold	25,834	–	–	0.32%	36
2021 Q3	$847K	Hold	25,834	–	–	0.33%	36
2021 Q2	$843K	Hold	25,834	–	–	0.33%	35
2021 Q1	$839K	Hold	25,834	–	–	0.35%	35
2020 Q4	$702K	Hold	25,834	–	–	0.31%	37
2020 Q3	$466K	Buy	+25,834	New	+$541K	0.25%	46

Other funds holding MBWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Shakespeare Wealth Management's MBWM Position: Q2 2026 in Review

Shakespeare Wealth Management held its Mercantile Bank Corp (MBWM) position steady in Q2 2026 at 11,574 shares worth $665K. The position accounts for 0.18% of the portfolio, ranked #41.

Shakespeare Wealth Management first reported a position in MBWM in Q3 2020 and has held it in 24 quarters since. The position peaked at $905K in Q4 2021. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Shakespeare Wealth Management held 11,574 shares of Mercantile Bank Corp worth $665K as of Q2 2026.
Shakespeare Wealth Management left its Mercantile Bank Corp share count unchanged in Q2 2026.
Mercantile Bank Corp made up 0.18% of Shakespeare Wealth Management's portfolio in Q2 2026, its #41 holding.
Shakespeare Wealth Management first reported a position in Mercantile Bank Corp in Q3 2020 and has held it in 24 quarters since.
Shakespeare Wealth Management's Mercantile Bank Corp position peaked at $905K in Q4 2021.
207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.