Y-Intercept (HK)’s Mercantile Bank Corp MBWM Stock Holding History

Y-Intercept (HK)’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	–	Sell	-14,032	Closed	-$709K	–	1984
2026 Q1	$709K	Sell	14,032 -372	-3%	-$19.1K	0.01%	1159
2025 Q4	$693K	Buy	+14,404	New	+$664K	0.02%	1131
2025 Q3	–	Sell	-14,292	Closed	-$663K	–	1843
2025 Q2	$663K	Buy	14,292 +4,203	+42%	+$182K	0.02%	1097
2025 Q1	$438K	Buy	+10,089	New	+$468K	0.03%	750
2024 Q4	–	Sell	-4,614	Closed	-$202K	–	1466
2024 Q3	$202K	Buy	+4,614	New	+$204K	0.01%	1166
2024 Q2	–	Sell	-7,395	Closed	-$285K	–	1706
2024 Q1	$285K	Buy	+7,395	New	+$282K	0.02%	976

Other funds holding MBWM

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

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

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

Y-Intercept (HK)'s MBWM Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Mercantile Bank Corp (MBWM) in Q2 2026, closing a stake of 14,032 shares — an estimated $709K sold.

Y-Intercept (HK) first reported a position in MBWM in Q1 2024 and held it in 6 quarters. The position peaked at $709K in Q1 2026. 40 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Y-Intercept (HK) reported no remaining Mercantile Bank Corp position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 14,032 Mercantile Bank Corp shares in Q2 2026, an estimated $709K.
Y-Intercept (HK) first reported a position in Mercantile Bank Corp in Q1 2024 and held it in 6 quarters.
Y-Intercept (HK)'s Mercantile Bank Corp position peaked at $709K in Q1 2026.
40 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.