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 Q2	$526K	Buy	9,156 +2,538	+38%	+$134K	﹤0.01%	2944
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 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

Stifel Financial's MBWM Position: Q2 2026 in Review

Stifel Financial increased its Mercantile Bank Corp (MBWM) stake by 38% in Q2 2026, buying an estimated $134K and bringing the position to 9,156 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Stifel Financial first reported a position in MBWM in Q3 2014 and has held it in 13 quarters since. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Stifel Financial held 9,156 shares of Mercantile Bank Corp worth $526K as of Q2 2026.
Stifel Financial bought 2,538 Mercantile Bank Corp shares in Q2 2026, an estimated $134K.
Mercantile Bank Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2944 holding.
Stifel Financial first reported a position in Mercantile Bank Corp in Q3 2014 and has held it in 13 quarters since.
206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.