Position in MBWM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$609,341
New position
Shares Held
10,612
first reported quarter
Ownership
0.061%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#20
of 64 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bluebird Wealth Management LLC holds $2,302,896 across 6 Banks - Regional names. MBWM ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
This page
|
10,612 | $609,341 | |
| 2 | CAC |
Camden National Corp
|
7,358 | $398,950 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,505 | $370,561 | |
| 4 | FNLC |
First Bancorp, Inc /ME/
|
10,500 | $365,610 | |
| 5 | NU |
Nu Holdings Ltd.
|
24,037 | $321,134 | |
| 6 | GABC |
German American Bancorp, Inc.
|
5,000 | $237,300 |
All Filings in MBWM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,341 | 10,612 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||