UBS Group’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Buy |
35,639
+7,543
| +27% | +$387K | ﹤0.01% | 5069 |
|
|
2025
Q4 | $1.35M | Sell |
28,096
-6,438
| -19% | -$297K | ﹤0.01% | 5315 |
|
|
2025
Q3 | $1.55M | Buy |
34,534
+13,095
| +61% | +$622K | ﹤0.01% | 5198 |
|
|
2025
Q2 | $995K | Sell |
21,439
-6,819
| -24% | -$295K | ﹤0.01% | 5455 |
|
|
2025
Q1 | $1.23M | Sell |
28,258
-1,408
| -5% | -$65.3K | ﹤0.01% | 5106 |
|
|
2024
Q4 | $1.32M | Buy |
29,666
+17,699
| +148% | +$822K | ﹤0.01% | 5099 |
|
|
2024
Q3 | $523K | Buy |
11,967
+1,239
| +12% | +$54.8K | ﹤0.01% | 5194 |
|
|
2024
Q2 | $435K | Sell |
10,728
-8,130
| -43% | -$304K | ﹤0.01% | 5109 |
|
|
2024
Q1 | $726K | Sell |
18,858
-3,976
| -17% | -$152K | ﹤0.01% | 4877 |
|
|
2023
Q4 | $922K | Buy |
22,834
+11,168
| +96% | +$391K | ﹤0.01% | 4573 |
|
|
2023
Q3 | $361K | Buy |
11,666
+304
| +3% | +$9.93K | ﹤0.01% | 4910 |
|
|
2023
Q2 | $314K | Buy |
11,362
+2,992
| +36% | +$82.9K | ﹤0.01% | 5183 |
|
|
2023
Q1 | $256K | Buy |
8,370
+743
| +10% | +$24.9K | ﹤0.01% | 5206 |
|
|
2022
Q4 | $255K | Buy |
7,627
+4,191
| +122% | +$140K | ﹤0.01% | 5255 |
|
|
2022
Q3 | $102K | Buy |
3,436
+612
| +22% | +$20.4K | ﹤0.01% | 5686 |
|
|
2022
Q2 | $90K | Sell |
2,824
-3,812
| -57% | -$123K | ﹤0.01% | 5510 |
|
|
2022
Q1 | $235K | Sell |
6,636
-1,269
| -16% | -$47.4K | ﹤0.01% | 5232 |
|
|
2021
Q4 | $277K | Buy |
7,905
+6,480
| +455% | +$226K | ﹤0.01% | 5427 |
|
|
2021
Q3 | $46K | Sell |
1,425
-200
| -12% | -$6.2K | ﹤0.01% | 6397 |
|
|
2021
Q2 | $49K | Sell |
1,625
-7,709
| -83% | -$246K | ﹤0.01% | 6448 |
|
|
2021
Q1 | $303K | Buy |
9,334
+2,348
| +34% | +$70.8K | ﹤0.01% | 5202 |
|
|
2020
Q4 | $190K | Buy |
6,986
+4,973
| +247% | +$119K | ﹤0.01% | 5266 |
|
|
2020
Q3 | $37K | Sell |
2,013
-5,703
| -74% | -$120K | ﹤0.01% | 5853 |
|
|
2020
Q2 | $174K | Sell |
7,716
-4,508
| -37% | -$99.3K | ﹤0.01% | 4899 |
|
|
2020
Q1 | $259K | Sell |
12,224
-11,198
| -48% | -$338K | ﹤0.01% | 4515 |
|
|
2019
Q4 | $854K | Buy |
23,422
+8,889
| +61% | +$313K | ﹤0.01% | 4357 |
|
|
2019
Q3 | $476K | Buy |
14,533
+7,884
| +119% | +$254K | ﹤0.01% | 4611 |
|
|
2019
Q2 | $216K | Buy |
6,649
+4,088
| +160% | +$134K | ﹤0.01% | 4876 |
|
|
2019
Q1 | $84K | Sell |
2,561
-5,905
| -70% | -$196K | ﹤0.01% | 5197 |
|
|
2018
Q4 | $240K | Buy |
8,466
+585
| +7% | +$18.1K | ﹤0.01% | 4827 |
|
|
2018
Q3 | $263K | Buy |
7,881
+2,926
| +59% | +$104K | ﹤0.01% | 4849 |
|
|
2018
Q2 | $183K | Buy |
4,955
+2,220
| +81% | +$79.7K | ﹤0.01% | 5018 |
|
|
2018
Q1 | $91K | Sell |
2,735
-1,900
| -41% | -$66.5K | ﹤0.01% | 5275 |
|
|
2017
Q4 | $164K | Sell |
4,635
-1,733
| -27% | -$62.3K | ﹤0.01% | 5052 |
|
|
2017
Q3 | $223K | Buy |
6,368
+4,268
| +203% | +$135K | ﹤0.01% | 4770 |
|
|
2017
Q2 | $66K | Sell |
2,100
-961
| -31% | -$31.4K | ﹤0.01% | 5461 |
|
|
2017
Q1 | $105K | Sell |
3,061
-1,048
| -26% | -$35.3K | ﹤0.01% | 5044 |
|
|
2016
Q4 | $155K | Buy |
4,109
+2,987
| +266% | +$94.1K | ﹤0.01% | 4973 |
|
|
2016
Q3 | $30K | Buy |
1,122
+895
| +394% | +$23.2K | ﹤0.01% | 5926 |
|
|
2016
Q2 | $5K | Buy |
+227
| New | +$5.37K | ﹤0.01% | 7123 |
|
|
2016
Q1 | – | Sell |
-755
| Closed | -$19K | – | 7948 |
|
|
2015
Q4 | $19K | Buy |
755
+518
| +219% | +$12.2K | ﹤0.01% | 6805 |
|
|
2015
Q3 | $5K | Buy |
+237
| New | +$4.85K | ﹤0.01% | 7714 |
|
|
2015
Q1 | – | Sell |
-1,073
| Closed | -$22K | – | 9108 |
|
|
2014
Q4 | $22K | Buy |
+1,073
| New | +$21.3K | ﹤0.01% | 7518 |
|
Other funds holding MBWM
VCM
NSAM
UBS Group's MBWM Position: Q1 2026 in Review
UBS Group increased its Mercantile Bank Corp (MBWM) stake by 27% in Q1 2026, buying an estimated $387K and bringing the position to 35,639 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #5069.
UBS Group first reported a position in MBWM in Q4 2014 and has held it in 43 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.
- UBS Group held 35,639 shares of Mercantile Bank Corp worth $1.8M as of Q1 2026.
- UBS Group bought 7,543 Mercantile Bank Corp shares in Q1 2026, an estimated $387K.
- Mercantile Bank Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5069 holding.
- UBS Group first reported a position in Mercantile Bank Corp in Q4 2014 and has held it in 43 quarters since.
- 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.