Wedge Capital Management
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Wedge Capital Management’s Mercantile Bank Corp MBWM Stock Holding History

Wedge Capital 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
Q3 		$987K Buy
16,919
+760
+5% +$45.4K 0.02% 412
2026
Q2 		$928K Sell
16,159
-256
-2% -$13.5K 0.02% 415
2026
Q1 		$829K Sell
16,415
-1,539
-9% -$79K 0.02% 449
2025
Q4 		$864K Buy
17,954
+256
+1% +$11.8K 0.02% 442
2025
Q3 		$796K Buy
17,698
+730
+4% +$34.7K 0.01% 457
2025
Q2 		$787K Hold
16,968
– – 0.01% 457
2025
Q1 		$737K Buy
16,968
+2,922
+21% +$136K 0.01% 458
2024
Q4 		$625K Sell
14,046
-491
-3% -$22.8K 0.01% 467
2024
Q3 		$636K Sell
14,537
-3,044
-17% -$135K 0.01% 455
2024
Q2 		$713K Sell
17,581
-138
-0.8% -$5.17K 0.01% 432
2024
Q1 		$682K Buy
17,719
+4,803
+37% +$183K 0.01% 438
2023
Q4 		$522K Buy
12,916
+1,578
+14% +$55.2K 0.01% 436
2023
Q3 		$350K Buy
+11,338
New +$370K 0.01% 466
2020
Q1 		– Sell
-37,362
Closed -$1.36M – 566
2019
Q4 		$1.36M Sell
37,362
-3,528
-9% -$124K 0.02% 308
2019
Q3 		$1.34M Hold
40,890
– – 0.02% 302
2019
Q2 		$1.33M Sell
40,890
-8,600
-17% -$282K 0.02% 309
2019
Q1 		$1.62M Buy
49,490
+8,690
+21% +$288K 0.02% 311
2018
Q4 		$1.15M Hold
40,800
– – 0.01% 317
2018
Q3 		$1.36M Hold
40,800
– – 0.01% 324
2018
Q2 		$1.51M Hold
40,800
– – 0.01% 301
2018
Q1 		$1.36M Buy
40,800
+10,400
+34% +$364K 0.01% 312
2017
Q4 		$1.08M Hold
30,400
– – 0.01% 349
2017
Q3 		$1.06M Hold
30,400
– – 0.01% 353
2017
Q2 		$957K Hold
30,400
– – 0.01% 353
2017
Q1 		$1.05M Hold
30,400
– – 0.01% 326
2016
Q4 		$1.15M Buy
+30,400
New +$958K 0.01% 318

Other funds holding MBWM

JVL Associates
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Wedge Capital Management's MBWM Position: Q3 2026 in Review

Wedge Capital Management increased its Mercantile Bank Corp (MBWM) stake by 4.7% in Q3 2026, buying an estimated $45.4K and bringing the position to 16,919 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #412.

Wedge Capital Management first reported a position in MBWM in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.62M in Q1 2019. 28 funds tracked by Wall St. Rank hold MBWM as of Q3 2026.

  • Wedge Capital Management held 16,919 shares of Mercantile Bank Corp worth $987K as of Q3 2026.
  • Wedge Capital Management bought 760 Mercantile Bank Corp shares in Q3 2026, an estimated $45.4K.
  • Mercantile Bank Corp made up 0.02% of Wedge Capital Management's portfolio in Q3 2026, its #412 holding.
  • Wedge Capital Management first reported a position in Mercantile Bank Corp in Q4 2016 and has held it in 26 quarters since.
  • Wedge Capital Management's Mercantile Bank Corp position peaked at $1.62M in Q1 2019.
  • 28 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.