UBS AM
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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
Q2 		$1.39M Sell
24,134
-168
-0.7% -$8.86K ﹤0.01% 2220
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS AM's MBWM Position: Q2 2026 in Review

UBS AM reduced its Mercantile Bank Corp (MBWM) stake by 0.69% in Q2 2026, selling an estimated $8.86K and leaving 24,134 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

UBS AM first reported a position in MBWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2025. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • UBS AM held 24,134 shares of Mercantile Bank Corp worth $1.39M as of Q2 2026.
  • UBS AM sold 168 Mercantile Bank Corp shares in Q2 2026, an estimated $8.86K.
  • Mercantile Bank Corp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2220 holding.
  • UBS AM first reported a position in Mercantile Bank Corp in Q1 2023 and has held it in 14 quarters since.
  • UBS AM's Mercantile Bank Corp position peaked at $1.95M in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.