Position in MBWM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$21,671,858
+$2,321,268 QoQ
Shares Held
377,427
-1.5% QoQ
Ownership
2.18%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#9
of 207 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NORTH STAR ASSET MANAGEMENT INC holds $42,779,506 across 4 Banks - Regional names. MBWM ranks #1 (50.7% of the industry book) .
All Filings in MBWM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,671,858 | 377,427 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $19,350,590 | 383,180 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,015,566 | 374,544 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,990,300 | 355,340 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,546,928 | 356,538 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,609,208 | 359,328 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,991,708 | 359,445 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $15,859,822 | 362,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,759,608 | 363,806 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,905,436 | 361,274 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,630,037 | 362,309 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,147,134 | 360,632 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,894,422 | 358,234 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,157,574 | 332,164 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,642,354 | 317,872 | Shares | Sole | 2023-03-06 | |
| 2022-09-30 | $9,226,469 | 310,551 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,305,437 | 291,250 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,106,529 | 285,334 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $10,011,468 | 285,797 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $8,947,932 | 279,361 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $8,401,670 | 278,201 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $8,739,332 | 269,151 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,420,316 | 273,107 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,869,580 | 270,232 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,099,062 | 269,870 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $5,530,556 | 261,245 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||