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Equibles

OSAIC HOLDINGS, INC.

Position in MBWM — Mercantile Bank Corp

CIK 1677044 SCOTTSDALE, AZ
Back to MBWM Full portfolio

Position in MBWM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,451,002
+$170,727 QoQ
Shares Held
25,270
-0.3% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 206 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. MBWM ranks #36 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 279,306 $68,770,721
2 USB
US Bancorp \De\
 500,032 $30,201,931
3 TFC
Truist Financial Corp
 430,382 $21,441,628
4 WSBC
Wesbanco Inc
 315,103 $12,298,469
5 MTB
M&T Bank Corp
 49,796 $11,851,944
6 UMBF
Umb Financial Corp
 79,883 $11,404,096
7 AUB
Atlantic Union Bankshares Corp
 263,246 $11,137,936
8 ABCB
Ameris Bancorp
 117,414 $10,597,786

All Filings in MBWM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,451,002 25,270
2026-03-31 $1,280,275 25,352
2025-12-31 $1,194,082 24,825
2025-09-30 $1,268,910 28,198
2025-06-30 $93,283 2,010
2025-03-31 $86,098 1,982
2024-12-31 $100,278 2,254
2024-09-30 $86,214 1,972
2024-06-30 $73,471 1,811
2024-03-31 $164,274 4,268
2023-12-31 $182,717 4,525
2023-09-30 $177,267 5,735
2023-06-30 $143,318 5,189
2023-03-31 $174,486 5,706
2022-12-31 $188,053 5,617
2022-09-30 $194,152 6,535
2022-06-30 $207,673 6,500
2022-03-31 $180,570 5,098
2021-12-31 $180,262 5,146
2021-09-30 $161,493 5,042
2021-06-30 $152,811 5,060
2021-03-31 $182,642 5,625
2020-12-31 $154,378 5,682
2020-09-30 $505,872 28,073
2020-06-30 $124,796 5,522
2020-03-31 $109,002 5,149