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TFC Financial Management’s Mercantile Bank Corp MBWM Stock Holding History

TFC Financial Management’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 		$58 Hold
1
– – ﹤0.01% 980
2026
Q1 		$51 Hold
1
– – ﹤0.01% 948
2025
Q4 		$49 Hold
1
– – ﹤0.01% 930
2025
Q3 		$45 Hold
1
– – ﹤0.01% 966
2025
Q2 		$47 Hold
1
– – ﹤0.01% 953
2025
Q1 		$44 Hold
1
– – ﹤0.01% 905
2024
Q4 		$45 Hold
1
– – ﹤0.01% 911
2024
Q3 		$44 Buy
+1
New +$44 ﹤0.01% 938

Other funds holding MBWM

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TFC Financial Management's MBWM Position: Q2 2026 in Review

TFC Financial Management held its Mercantile Bank Corp (MBWM) position steady in Q2 2026 at 1 share worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #980.

TFC Financial Management first reported a position in MBWM in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • TFC Financial Management held 1 share of Mercantile Bank Corp worth $58 as of Q2 2026.
  • TFC Financial Management left its Mercantile Bank Corp share count unchanged in Q2 2026.
  • Mercantile Bank Corp made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #980 holding.
  • TFC Financial Management first reported a position in Mercantile Bank Corp in Q3 2024 and has held it in 8 quarters since.
  • 40 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.