Pathstone Holdings, LLC

Position in MBWM — Mercantile Bank Corp

CIK 2011612 ENGLEWOOD, NJ

Position in MBWM

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$906,626

+$7,686 QoQ

Shares Held

17,953

-3.9% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $255,190,515 across 96 Banks - Regional names. MBWM ranks #60 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	78,923	$16,423,085
2	USB	US Bancorp \De\	269,596	$14,021,686
3	FITB	Fifth Third Bancorp	275,128	$12,782,445
4	NU	Nu Holdings Ltd.	638,504	$9,175,301
5	TFC	Truist Financial Corp	196,658	$9,040,367
6	NWG	NatWest Group plc	581,001	$8,656,914
7	CFG	Citizens Financial Group Inc/Ri	140,873	$8,448,153
8	MFG	Mizuho Financial Group Inc	971,275	$7,711,923

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.