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Strategies Wealth Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Strategies Wealth 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 		$639K Buy
11,136
+36
+0.3% +$1.9K 0.06% 103
2026
Q1 		$561K Buy
11,100
+130
+1% +$6.68K 0.06% 94
2025
Q4 		$528K Buy
10,970
+21
+0.2% +$969 0.05% 94
2025
Q3 		$493K Buy
10,949
+1,958
+22% +$93K 0.05% 108
2025
Q2 		$417K Buy
8,991
+41
+0.5% +$1.77K 0.05% 119
2025
Q1 		$389K Buy
+8,950
New +$415K 0.05% 121
2024
Q1 		– Sell
-25,649
Closed -$1.04M – 102
2023
Q4 		$1.04M Buy
25,649
+2,870
+13% +$100K 0.18% 40
2023
Q3 		$704K Buy
22,779
+186
+0.8% +$6.08K 0.14% 44
2023
Q2 		$624K Buy
22,593
+195
+0.9% +$5.4K 0.13% 51
2023
Q1 		$685K Buy
22,398
+12,221
+120% +$409K 0.15% 45
2022
Q4 		$341K Buy
+10,177
New +$341K 0.08% 61
2022
Q2 		$362K Buy
11,340
+28
+0.2% +$905 0.1% 67
2022
Q1 		$401K Buy
11,312
+23
+0.2% +$860 0.11% 58
2021
Q4 		$395K Buy
+11,289
New +$393K 0.11% 61

Other funds holding MBWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Strategies Wealth Advisors's MBWM Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Mercantile Bank Corp (MBWM) stake by 0.32% in Q2 2026, buying an estimated $1.9K and bringing the position to 11,136 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #103.

Strategies Wealth Advisors first reported a position in MBWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2023. 206 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Strategies Wealth Advisors held 11,136 shares of Mercantile Bank Corp worth $639K as of Q2 2026.
  • Strategies Wealth Advisors bought 36 Mercantile Bank Corp shares in Q2 2026, an estimated $1.9K.
  • Mercantile Bank Corp made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Strategies Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2021 and has held it in 14 quarters since.
  • Strategies Wealth Advisors's Mercantile Bank Corp position peaked at $1.04M in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.