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Steward Partners Investment Advisory’s Mercantile Bank Corp MBWM Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-31
Closed -$1.4K – 4414
2025
Q3 		$1.4K Buy
+31
New +$1.47K ﹤0.01% 3998

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Steward Partners Investment Advisory's MBWM Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Mercantile Bank Corp (MBWM) in Q4 2025, closing a stake of 31 shares — an estimated $1.4K sold.

Steward Partners Investment Advisory first reported a position in MBWM in Q3 2025 and held it in 1 quarter. The position peaked at $1.4K in Q3 2025. 191 funds tracked by Wall St. Rank hold MBWM as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Mercantile Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 31 Mercantile Bank Corp shares in Q4 2025, an estimated $1.4K.
  • Steward Partners Investment Advisory first reported a position in Mercantile Bank Corp in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Mercantile Bank Corp position peaked at $1.4K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.