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True Wealth Design’s Mercantile Bank Corp MBWM Stock Holding History

True Wealth Design’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 		$4.71K Sell
82
-9
-10% -$475 ﹤0.01% 1355
2026
Q1 		$4.6K Hold
91
– – ﹤0.01% 1239
2025
Q4 		$4.38K Sell
91
-5
-5% -$231 ﹤0.01% 1140
2025
Q3 		$4.32K Buy
96
+37
+63% +$1.76K ﹤0.01% 1137
2025
Q2 		$2.74K Buy
59
+52
+743% +$2.25K ﹤0.01% 1047
2025
Q1 		$305 Buy
+7
New +$325 ﹤0.01% 1764

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

True Wealth Design's MBWM Position: Q2 2026 in Review

True Wealth Design reduced its Mercantile Bank Corp (MBWM) stake by 9.9% in Q2 2026, selling an estimated $475 and leaving 82 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

True Wealth Design first reported a position in MBWM in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • True Wealth Design held 82 shares of Mercantile Bank Corp worth $4.71K as of Q2 2026.
  • True Wealth Design sold 9 Mercantile Bank Corp shares in Q2 2026, an estimated $475.
  • Mercantile Bank Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1355 holding.
  • True Wealth Design first reported a position in Mercantile Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.