Wealth Enhancement Advisory Services
MBWM icon

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
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

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBWM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Mercantile Bank Corp (MBWM) stake by 10% in Q2 2026, buying an estimated $32.6K and bringing the position to 6,769 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Wealth Enhancement Advisory Services first reported a position in MBWM in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,769 shares of Mercantile Bank Corp worth $386K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 618 Mercantile Bank Corp shares in Q2 2026, an estimated $32.6K.
  • Mercantile Bank Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2950 holding.
  • Wealth Enhancement Advisory Services first reported a position in Mercantile Bank Corp in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.