Wealth Enhancement Advisory Services’s Mercantile Bank Corp MBWM Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$405K	Buy	6,959 +190	+3%	+$11.3K	﹤0.01%	3039
2026 Q2	$386K	Buy	6,769 +618	+10%	+$32.6K	﹤0.01%	2950
2026 Q1	$317K	Sell	6,151 -974	-14%	-$50K	﹤0.01%	2718
2025 Q4	$347K	Sell	7,125 -425	-6%	-$19.6K	﹤0.01%	2795
2025 Q3	$342K	Buy	7,550 +2,790	+59%	+$133K	﹤0.01%	2665
2025 Q2	$237K	Buy	+4,760	New	+$206K	﹤0.01%	2849

Other funds holding MBWM

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBWM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Mercantile Bank Corp (MBWM) stake by 2.8% in Q3 2026, buying an estimated $11.3K and bringing the position to 6,959 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Wealth Enhancement Advisory Services first reported a position in MBWM in Q2 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

Wealth Enhancement Advisory Services held 6,959 shares of Mercantile Bank Corp worth $405K as of Q3 2026.
Wealth Enhancement Advisory Services bought 190 Mercantile Bank Corp shares in Q3 2026, an estimated $11.3K.
Mercantile Bank Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3039 holding.
Wealth Enhancement Advisory Services first reported a position in Mercantile Bank Corp in Q2 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.