Position in MBWM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$895,235
+$107,890 QoQ
Shares Held
15,591
0.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#7
of 34 holders
Holding Since
Jun 2025
5 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, 2026CHICAGO TRUST Co NA holds $22,882,346 across 11 Banks - Regional names. MBWM ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
103,511 | $16,636,287 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,518 | $1,604,861 | |
| 3 | USB |
US Bancorp \De\
|
15,115 | $912,945 | |
| 4 | MBWM |
Mercantile Bank Corp
This page
|
15,591 | $895,235 | |
| 5 | HOMB |
Home Bancshares Inc
|
24,371 | $695,791 | |
| 6 | TFC |
Truist Financial Corp
|
11,732 | $584,488 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
22,854 | $405,200 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,898 | $399,138 |
All Filings in MBWM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,235 | 15,591 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $787,345 | 15,591 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $749,927 | 15,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $701,595 | 15,591 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $733,788 | 15,811 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||