Pathstone Holdings, LLC

Position in MBWM — Mercantile Bank Corp

CIK 2011612 ENGLEWOOD, NJ

Position in MBWM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$998,189

+$91,563 QoQ

Shares Held

17,384

-3.2% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#73

of 206 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $292,666,562 across 105 Banks - Regional names. MBWM ranks #62 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	82,009	$20,192,255
2	USB	US Bancorp \De\	268,149	$16,196,199
3	FITB	Fifth Third Bancorp	272,657	$15,369,674
4	NWG	NatWest Group plc	586,491	$10,339,834
5	CFG	Citizens Financial Group Inc/Ri	142,354	$9,974,743
6	TFC	Truist Financial Corp	190,771	$9,504,210
7	IBN	Icici Bank Ltd	316,418	$9,185,613
8	MFG	Mizuho Financial Group Inc	956,297	$9,161,323

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,189	17,384	-3.2%	Shares	Defined	2026-08-13
2026-03-31	$906,626	17,953	-3.9%	Shares	Defined	2026-05-11
2025-12-31	$898,940	18,689	-42.7%	Shares	Sole	2026-02-13
2025-09-30	$1,468,800	32,640	-6.9%	Shares	Sole	2025-11-13
2025-06-30	$1,627,830	35,075	-0.1%	Shares	Defined	2025-08-12
2025-03-31	$1,525,482	35,117	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$1,485,610	33,392	+5.2%	Shares	Sole	2025-02-14
2024-09-30	$1,388,284	31,754	-0.8%	Shares	Defined	2024-11-07
2024-06-30	$1,298,320	32,002	+8.4%	Shares	Sole	2024-08-14
2024-03-31	$1,135,954	29,513	+257.5%	Shares	Sole	2024-05-13
2023-12-31	$333,376	8,256	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.