Position in MBWM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$336,768
+$42,555 QoQ
Shares Held
5,865
+0.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#128
of 206 holders
Holding Since
Dec 2025
3 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, 2026Blue Water Asset Management holds $1,155,400 across 3 Banks - Regional names. MBWM ranks #2 (29.1% of the industry book) .
All Filings in MBWM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,768 | 5,865 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $294,213 | 5,826 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $268,927 | 5,591 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||