ZIM
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Zacks Investment Management’s Mercantile Bank Corp MBWM Stock Holding History

Zacks Investment 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
Q1 		$350K Hold
6,939
– – ﹤0.01% 555
2025
Q4 		$334K Sell
6,939
-512
-7% -$23.6K ﹤0.01% 566
2025
Q3 		$335K Buy
7,451
+497
+7% +$23.6K ﹤0.01% 555
2025
Q2 		$323K Sell
6,954
-921
-12% -$39.9K ﹤0.01% 545
2025
Q1 		$342K Buy
7,875
+942
+14% +$43.7K ﹤0.01% 528
2024
Q4 		$308K Sell
6,933
-317
-4% -$14.7K ﹤0.01% 544
2024
Q3 		$317K Hold
7,250
– – ﹤0.01% 548
2024
Q2 		$294K Sell
7,250
-665
-8% -$24.9K ﹤0.01% 510
2024
Q1 		$305K Buy
+7,915
New +$302K ﹤0.01% 536
2023
Q4 		– Sell
-7,887
Closed -$244K – 651
2023
Q3 		$244K Buy
+7,887
New +$258K ﹤0.01% 544
2017
Q1 		– Sell
-21,626
Closed -$815K – 687
2016
Q4 		$815K Buy
+21,626
New +$682K 0.02% 366

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Zacks Investment Management's MBWM Position: Q1 2026 in Review

Zacks Investment Management held its Mercantile Bank Corp (MBWM) position steady in Q1 2026 at 6,939 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Zacks Investment Management first reported a position in MBWM in Q4 2016 and has held it in 11 quarters since. The position peaked at $815K in Q4 2016. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Zacks Investment Management held 6,939 shares of Mercantile Bank Corp worth $350K as of Q1 2026.
  • Zacks Investment Management left its Mercantile Bank Corp share count unchanged in Q1 2026.
  • Mercantile Bank Corp made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #555 holding.
  • Zacks Investment Management first reported a position in Mercantile Bank Corp in Q4 2016 and has held it in 11 quarters since.
  • Zacks Investment Management's Mercantile Bank Corp position peaked at $815K in Q4 2016.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.