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UBS AM’s
Mercantile Bank Corp
MBWM
Stock Holding History
UBS AM’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
$1.23M
Buy
24,302
+754
+3%
+$38.7K
﹤0.01%
2256
2025
Q4
$1.13M
Buy
23,548
+208
+0.9%
+$9.59K
﹤0.01%
2097
2025
Q3
$1.05M
Sell
23,340
-18,630
-44%
-$885K
﹤0.01%
1988
2025
Q2
$1.95M
Buy
41,970
+13,852
+49%
+$600K
﹤0.01%
2153
2025
Q1
$1.22M
Sell
28,118
-388
-1%
-$18K
﹤0.01%
2224
2024
Q4
$1.27M
Buy
28,506
+10,979
+63%
+$510K
﹤0.01%
2269
2024
Q3
$766K
Sell
17,527
-7,195
-29%
-$318K
﹤0.01%
2502
2024
Q2
$1M
Buy
24,722
+10,735
+77%
+$402K
﹤0.01%
2368
2024
Q1
$538K
Hold
13,987
–
–
﹤0.01%
2262
2023
Q4
$565K
Buy
13,987
+5,485
+65%
+$192K
﹤0.01%
2282
2023
Q3
$263K
Hold
8,502
–
–
﹤0.01%
2463
2023
Q2
$260K
Hold
8,502
–
–
﹤0.01%
2513
2023
Q1
$260K
Buy
+8,502
New
+$285K
﹤0.01%
2513
Other funds holding MBWM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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