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Equibles

Creative Planning

Position in MBWM — Mercantile Bank Corp

CIK 1540235 OVERLAND PARK, KS
Back to MBWM Full portfolio

Position in MBWM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,250,576
+$413,588 QoQ
Shares Held
39,195
+7.7% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 206 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in MBWM Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. MBWM ranks #92 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
 519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in MBWM

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,250,576 39,195
2026-03-31 $1,836,988 36,376
2025-12-31 $1,656,708 34,443
2025-09-30 $1,081,710 24,038
2025-06-30 $973,263 20,971
2025-03-31 $1,001,465 23,054
2024-12-31 $930,641 20,918
2024-09-30 $826,614 18,907
2024-06-30 $591,145 14,571
2024-03-31 $459,070 11,927
2023-12-31 $371,657 9,204
2023-09-30 $469,677 15,195
2023-06-30 $274,984 9,956
2023-03-31 $325,646 10,649
2022-12-31 $329,309 9,836
2022-09-30 $291,603 9,815