Position in MBWM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$533,280
+$25,344 QoQ
Shares Held
10,560
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Regal Investment Advisors LLC holds $2,327,572 across 6 Banks - Regional names. MBWM ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
4,950 | $668,547 | |
| 2 | MBWM |
Mercantile Bank Corp
This page
|
10,560 | $533,280 | |
| 3 | FITB |
Fifth Third Bancorp
|
10,370 | $481,790 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
17,968 | $281,199 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
4,186 | $251,034 | |
| 6 | NEWT |
NewtekOne, Inc.
|
10,203 | $111,722 |
All Filings in MBWM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $533,280 | 10,560 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $507,936 | 10,560 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $607,500 | 13,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $626,535 | 13,500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $586,440 | 13,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $600,615 | 13,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $590,220 | 13,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $547,695 | 13,500 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $519,615 | 13,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $545,130 | 13,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $417,285 | 13,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $476,500 | 17,252 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $526,495 | 17,217 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $575,286 | 17,183 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $509,585 | 17,152 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $547,047 | 17,122 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $605,363 | 17,091 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $597,821 | 17,066 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $566,482 | 17,686 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $563,230 | 18,650 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $451,103 | 16,603 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||