Position in MBWM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,527,478
+$1,257,065 QoQ
Shares Held
129,257
+18.0% QoQ
Ownership
0.748%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $249,285,849 across 161 Banks - Regional names. MBWM ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,753 | $39,693,791 | |
| 2 | USB |
US Bancorp De
|
310,292 | $16,138,286 | |
| 3 | TFC |
Truist Financial Corp
|
228,456 | $10,502,122 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
153,472 | $9,203,715 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
206,532 | $7,561,136 | |
| 6 | RF |
Regions Financial Corp
|
268,158 | $7,004,286 | |
| 7 | TCBK |
Trico Bancshares /
|
146,506 | $6,964,895 | |
| 8 | MBWM |
Mercantile Bank Corp
This page
|
129,257 | $6,527,478 |
All Filings in MBWM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,527,478 | 129,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,270,413 | 109,572 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,976,685 | 110,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,937,699 | 106,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,594,040 | 105,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,688,578 | 105,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,913,122 | 112,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,559,134 | 112,377 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,325,390 | 112,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,537,783 | 112,377 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,678,073 | 86,641 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,393,024 | 86,641 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,649,481 | 86,641 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||