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Trust Point Inc’s Mercantile Bank Corp MBWM Stock Holding History

Trust Point Inc’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
2025
Q1 		– Sell
-5,685
Closed -$253K – 520
2024
Q4 		$253K Sell
5,685
-5,951
-51% -$277K 0.02% 475
2024
Q3 		$509K Buy
11,636
+1,523
+15% +$67.3K 0.04% 278
2024
Q2 		$410K Buy
10,113
+248
+3% +$9.29K 0.03% 307
2024
Q1 		$380K Buy
9,865
+567
+6% +$21.6K 0.03% 342
2023
Q4 		$375K Buy
+9,298
New +$325K 0.03% 337

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Vanguard Group
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Renaissance Technologies
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State Street
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American Century Companies
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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
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Trust Point Inc's MBWM Position: Q1 2025 in Review

Trust Point Inc sold out of Mercantile Bank Corp (MBWM) in Q1 2025, closing a stake of 5,685 shares — an estimated $253K sold.

Trust Point Inc first reported a position in MBWM in Q4 2023 and held it in 5 quarters. The position peaked at $509K in Q3 2024. 194 funds tracked by Wall St. Rank hold MBWM as of Q1 2025.

  • Trust Point Inc reported no remaining Mercantile Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 5,685 Mercantile Bank Corp shares in Q1 2025, an estimated $253K.
  • Trust Point Inc first reported a position in Mercantile Bank Corp in Q4 2023 and held it in 5 quarters.
  • Trust Point Inc's Mercantile Bank Corp position peaked at $509K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.