SWA
MBWM icon

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
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 $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

Strategies Wealth Advisors's MBWM Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Mercantile Bank Corp (MBWM) stake by 1.2% in Q1 2026, buying an estimated $6.68K and bringing the position to 11,100 shares worth $561K. The position accounts for 0.06% of the portfolio, ranked #94.

Strategies Wealth Advisors first reported a position in MBWM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2023. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Strategies Wealth Advisors held 11,100 shares of Mercantile Bank Corp worth $561K as of Q1 2026.
  • Strategies Wealth Advisors bought 130 Mercantile Bank Corp shares in Q1 2026, an estimated $6.68K.
  • Mercantile Bank Corp made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Strategies Wealth Advisors first reported a position in Mercantile Bank Corp in Q4 2021 and has held it in 13 quarters since.
  • Strategies Wealth Advisors's Mercantile Bank Corp position peaked at $1.04M in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.