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Well Done LLC’s Mercantile Bank Corp MBWM Stock Holding History

Well Done LLC’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
2025
Q2 		– Sell
-6,391
Closed -$284K – 187
2025
Q1 		$284K Buy
6,391
+277
+5% +$12.8K 0.05% 141
2024
Q4 		$267K Hold
6,114
– – 0.05% 146
2024
Q3 		$267K Hold
6,114
– – 0.05% 147
2024
Q2 		$248K Sell
6,114
-10
-0.2% -$374 0.05% 159
2024
Q1 		$236K Buy
6,124
+74
+1% +$2.82K 0.05% 167
2023
Q4 		$244K Buy
+6,050
New +$212K 0.05% 159
2023
Q1 		– Sell
-5,996
Closed -$201K – 185
2022
Q4 		$201K Buy
+5,996
New +$201K 0.04% 174
2022
Q2 		– Sell
-5,796
Closed -$205K – 184
2022
Q1 		$205K Buy
5,796
+15
+0.3% +$561 0.04% 181
2021
Q4 		$203K Buy
+5,781
New +$201K 0.04% 177
2020
Q1 		– Sell
-5,749
Closed -$210K – 152
2019
Q4 		$210K Buy
+5,749
New +$202K 0.05% 146
2019
Q3 		– Sell
-6,724
Closed -$219K – 153
2019
Q2 		$219K Buy
+6,724
New +$220K 0.05% 133
2019
Q1 		– Sell
-7,774
Closed -$220K – 438
2018
Q4 		$220K Buy
7,774
+19
+0.2% +$589 0.06% 127
2018
Q3 		$259K Buy
7,755
+121
+2% +$4.32K 0.07% 115
2018
Q2 		$282K Buy
7,634
+2,000
+35% +$71.8K 0.08% 108
2018
Q1 		$187K Buy
+5,634
New +$197K 0.06% 112
2017
Q1 		– Sell
-5,476
Closed -$206K – 104
2016
Q4 		$206K Buy
+5,476
New +$173K 0.08% 90

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Well Done LLC's MBWM Position: Q2 2025 in Review

Well Done LLC sold out of Mercantile Bank Corp (MBWM) in Q2 2025, closing a stake of 6,391 shares — an estimated $284K sold.

Well Done LLC first reported a position in MBWM in Q4 2016 and held it in 16 quarters. The position peaked at $284K in Q1 2025. 196 funds tracked by Wall St. Rank hold MBWM as of Q2 2025.

  • Well Done LLC reported no remaining Mercantile Bank Corp position as of Q2 2025 after selling out during the quarter.
  • Well Done LLC sold 6,391 Mercantile Bank Corp shares in Q2 2025, an estimated $284K.
  • Well Done LLC first reported a position in Mercantile Bank Corp in Q4 2016 and held it in 16 quarters.
  • Well Done LLC's Mercantile Bank Corp position peaked at $284K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2025.

Based on Well Done LLC's 13F filing for Q2 2025, filed 15 Jul 2025.