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Wakefield Asset Management’s Mercantile Bank Corp MBWM Stock Holding History

Wakefield Asset Management’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 		– Sell
-22,830
Closed -$1.15M – 238
2026
Q1 		$1.15M Buy
22,830
+412
+2% +$21.2K 0.31% 103
2025
Q4 		$1.08M Sell
22,418
-212
-0.9% -$9.78K 0.29% 109
2025
Q3 		$1.02M Sell
22,630
-27
-0.1% -$1.28K 0.28% 117
2025
Q2 		$1.05M Sell
22,657
-176
-0.8% -$7.62K 0.29% 115
2025
Q1 		$992K Buy
+22,833
New +$1.06M 0.3% 112

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American Century Companies
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State Street
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Geode Capital Management
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Renaissance Technologies
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NSAM
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Vanguard Portfolio Management
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Wakefield Asset Management's MBWM Position: Q2 2026 in Review

Wakefield Asset Management sold out of Mercantile Bank Corp (MBWM) in Q2 2026, closing a stake of 22,830 shares — an estimated $1.15M sold.

Wakefield Asset Management first reported a position in MBWM in Q1 2025 and held it in 5 quarters. The position peaked at $1.15M in Q1 2026. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Wakefield Asset Management reported no remaining Mercantile Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Wakefield Asset Management sold 22,830 Mercantile Bank Corp shares in Q2 2026, an estimated $1.15M.
  • Wakefield Asset Management first reported a position in Mercantile Bank Corp in Q1 2025 and held it in 5 quarters.
  • Wakefield Asset Management's Mercantile Bank Corp position peaked at $1.15M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.