Stifel Financial
MBWM icon

Stifel Financial’s Mercantile Bank Corp MBWM Stock Holding History

Stifel Financial’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
Q1 		$334K Hold
6,618
– – ﹤0.01% 3109
2025
Q4 		$318K Hold
6,618
– – ﹤0.01% 3114
2025
Q3 		$298K Sell
6,618
-35
-0.5% -$1.66K ﹤0.01% 3115
2025
Q2 		$309K Hold
6,653
– – ﹤0.01% 3035
2025
Q1 		$289K Buy
+6,653
New +$309K ﹤0.01% 2992
2023
Q2 		– Sell
-7,313
Closed -$224K – 3376
2023
Q1 		$224K Buy
7,313
+13
+0.2% +$435 ﹤0.01% 2986
2022
Q4 		$244K Sell
7,300
-135
-2% -$4.52K ﹤0.01% 2874
2022
Q3 		$221K Buy
7,435
+3
+0% +$100 ﹤0.01% 2895
2022
Q2 		$237K Buy
7,432
+1,425
+24% +$46.1K ﹤0.01% 2881
2022
Q1 		$213K Buy
6,007
+228
+4% +$8.52K ﹤0.01% 3087
2021
Q4 		$202K Buy
+5,779
New +$201K ﹤0.01% 3147
2014
Q4 		– Sell
-16,880
Closed -$321K – 2397
2014
Q3 		$321K Buy
+16,880
New +$334K ﹤0.01% 1763

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial's MBWM Position: Q1 2026 in Review

Stifel Financial held its Mercantile Bank Corp (MBWM) position steady in Q1 2026 at 6,618 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Stifel Financial first reported a position in MBWM in Q3 2014 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Stifel Financial held 6,618 shares of Mercantile Bank Corp worth $334K as of Q1 2026.
  • Stifel Financial left its Mercantile Bank Corp share count unchanged in Q1 2026.
  • Mercantile Bank Corp made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3109 holding.
  • Stifel Financial first reported a position in Mercantile Bank Corp in Q3 2014 and has held it in 12 quarters since.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.