Wellington Management Group’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60M | Buy |
1,189,031
+894,218
| +303% | +$45.9M | 0.01% | 682 |
|
|
2025
Q4 | $14.2M | Buy |
+294,813
| New | +$13.6M | ﹤0.01% | 1151 |
|
|
2023
Q1 | – | Sell |
-14,560
| Closed | -$487K | – | 2065 |
|
|
2022
Q4 | $487K | Buy |
+14,560
| New | +$488K | ﹤0.01% | 1809 |
|
|
2021
Q2 | – | Sell |
-104,366
| Closed | -$3.39M | – | 2201 |
|
|
2021
Q1 | $3.39M | Sell |
104,366
-57,757
| -36% | -$1.74M | ﹤0.01% | 1514 |
|
|
2020
Q4 | $4.41M | Buy |
162,123
+84,280
| +108% | +$2.01M | ﹤0.01% | 1346 |
|
|
2020
Q3 | $1.4M | Hold |
77,843
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $1.76M | Buy |
77,843
+860
| +1% | +$18.9K | ﹤0.01% | 1371 |
|
|
2020
Q1 | $1.63M | Sell |
76,983
-59,760
| -44% | -$1.8M | ﹤0.01% | 1397 |
|
|
2019
Q4 | $4.99M | Sell |
136,743
-14,900
| -10% | -$524K | ﹤0.01% | 1336 |
|
|
2019
Q3 | $4.97M | Sell |
151,643
-38,298
| -20% | -$1.23M | ﹤0.01% | 1357 |
|
|
2019
Q2 | $6.19M | Buy |
189,941
+21,690
| +13% | +$711K | ﹤0.01% | 1327 |
|
|
2019
Q1 | $5.5M | Buy |
168,251
+21,100
| +14% | +$700K | ﹤0.01% | 1358 |
|
|
2018
Q4 | $4.16M | Sell |
147,151
-8,389
| -5% | -$260K | ﹤0.01% | 1437 |
|
|
2018
Q3 | $5.19M | Sell |
155,540
-100,353
| -39% | -$3.58M | ﹤0.01% | 1473 |
|
|
2018
Q2 | $9.46M | Buy |
255,893
+18,785
| +8% | +$674K | ﹤0.01% | 1303 |
|
|
2018
Q1 | $7.88M | Sell |
237,108
-23,921
| -9% | -$837K | ﹤0.01% | 1341 |
|
|
2017
Q4 | $9.23M | Buy |
261,029
+39,658
| +18% | +$1.43M | ﹤0.01% | 1296 |
|
|
2017
Q3 | $7.73M | Buy |
221,371
+65,516
| +42% | +$2.08M | ﹤0.01% | 1348 |
|
|
2017
Q2 | $4.91M | Buy |
155,855
+18,955
| +14% | +$619K | ﹤0.01% | 1436 |
|
|
2017
Q1 | $4.71M | Buy |
+136,900
| New | +$4.61M | ﹤0.01% | 1469 |
|
|
2016
Q2 | – | Sell |
-174,574
| Closed | -$3.91M | – | 2140 |
|
|
2016
Q1 | $3.91M | Sell |
174,574
-58,191
| -25% | -$1.31M | ﹤0.01% | 1421 |
|
|
2015
Q4 | $5.71M | Sell |
232,765
-9,266
| -4% | -$218K | ﹤0.01% | 1320 |
|
|
2015
Q3 | $5.03M | Sell |
242,031
-127,591
| -35% | -$2.61M | ﹤0.01% | 1356 |
|
|
2015
Q2 | $7.91M | Sell |
369,622
-1,124,378
| -75% | -$22.8M | ﹤0.01% | 1282 |
|
|
2015
Q1 | $29.2M | Sell |
1,494,000
-159,960
| -10% | -$3.1M | 0.01% | 903 |
|
|
2014
Q4 | $34.8M | Buy |
1,653,960
+4,069
| +0.2% | +$80.6K | 0.01% | 846 |
|
|
2014
Q3 | $31.4M | Buy |
1,649,891
+34,329
| +2% | +$678K | 0.01% | 864 |
|
|
2014
Q2 | $37M | Buy |
1,615,562
+755,621
| +88% | +$15.7M | 0.01% | 838 |
|
|
2014
Q1 | $17.7M | Sell |
859,941
-2,104
| -0.2% | -$43.4K | ﹤0.01% | 1069 |
|
|
2013
Q4 | $18.6M | Buy |
862,045
+59,188
| +7% | +$1.27M | 0.01% | 1037 |
|
|
2013
Q3 | $17.5M | Buy |
802,857
+132,681
| +20% | +$2.66M | 0.01% | 1048 |
|
|
2013
Q2 | $12M | Buy |
+670,176
| New | +$11.3M | ﹤0.01% | 1122 |
|
Other funds holding MBWM
VCM
NSAM
VPM
Wellington Management Group's MBWM Position: Q1 2026 in Review
Wellington Management Group increased its Mercantile Bank Corp (MBWM) stake by 303% in Q1 2026, buying an estimated $45.9M and bringing the position to 1,189,031 shares worth $60M. The position accounts for 0.01% of the portfolio, ranked #682.
Wellington Management Group first reported a position in MBWM in Q2 2013 and has held it in 32 quarters since. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.
- Wellington Management Group held 1,189,031 shares of Mercantile Bank Corp worth $60M as of Q1 2026.
- Wellington Management Group bought 894,218 Mercantile Bank Corp shares in Q1 2026, an estimated $45.9M.
- Mercantile Bank Corp made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #682 holding.
- Wellington Management Group first reported a position in Mercantile Bank Corp in Q2 2013 and has held it in 32 quarters since.
- 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.