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 Q3	$4.78K	Hold	82	–	–	﹤0.01%	1358
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

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's MBWM Position: Q3 2026 in Review

True Wealth Design held its Mercantile Bank Corp (MBWM) position steady in Q3 2026 at 82 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

True Wealth Design first reported a position in MBWM in Q1 2025 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

True Wealth Design held 82 shares of Mercantile Bank Corp worth $4.78K as of Q3 2026.
True Wealth Design left its Mercantile Bank Corp share count unchanged in Q3 2026.
Mercantile Bank Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1358 holding.
True Wealth Design first reported a position in Mercantile Bank Corp in Q1 2025 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.