UMB Bank’s Mercantile Bank Corp MBWM Stock Holding History

UMB Bank’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	$12.8K	Hold	253	–	–	﹤0.01%	1766
2025 Q4	$12.2K	Hold	253	–	–	﹤0.01%	1742
2025 Q3	$11.4K	Hold	253	–	–	﹤0.01%	1630
2025 Q2	$11.7K	Hold	253	–	–	﹤0.01%	1555
2025 Q1	$11K	Hold	253	–	–	﹤0.01%	1518
2024 Q4	$11.3K	Hold	253	–	–	﹤0.01%	1436
2024 Q3	$11.1K	Hold	253	–	–	﹤0.01%	1445
2024 Q2	$10.3K	Sell	253 -24	-9%	-$899	﹤0.01%	1263
2024 Q1	$10.7K	Hold	277	–	–	﹤0.01%	1267
2023 Q4	$11.2K	Sell	277 -442	-61%	-$15.5K	﹤0.01%	1258
2023 Q3	$22.2K	Hold	719	–	–	﹤0.01%	1050
2023 Q2	$19.9K	Hold	719	–	–	﹤0.01%	1098
2023 Q1	$22K	Hold	719	–	–	﹤0.01%	1068
2022 Q4	$24K	Sell	719 -206	-22%	-$6.9K	﹤0.01%	1053
2022 Q3	$27K	Buy	925 +2	+0.2%	+$67	﹤0.01%	1020
2022 Q2	$29K	Hold	923	–	–	﹤0.01%	1052
2022 Q1	$33K	Hold	923	–	–	﹤0.01%	1077
2021 Q4	$32K	Buy	+923	New	+$32.1K	﹤0.01%	1125

Other funds holding MBWM

BlackRock New York $5.72T 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

UMB Bank's MBWM Position: Q1 2026 in Review

UMB Bank held its Mercantile Bank Corp (MBWM) position steady in Q1 2026 at 253 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

UMB Bank first reported a position in MBWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $33K in Q1 2022. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

UMB Bank held 253 shares of Mercantile Bank Corp worth $12.8K as of Q1 2026.
UMB Bank left its Mercantile Bank Corp share count unchanged in Q1 2026.
Mercantile Bank Corp made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1766 holding.
UMB Bank first reported a position in Mercantile Bank Corp in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Mercantile Bank Corp position peaked at $33K in Q1 2022.
200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.