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Mercantile Bankshares shares owned by Root Financial Partners

Quarter-by-quarter ownership of Mercantile Bankshares shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Mercantile Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Mercantile Bankshares held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mercantile Bankshares by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $833 44 18.95

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
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Dimensional U.s. Small Cap Etf Etf (DFAS)
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Dimensional Us Real Estate Etf Etf (DFAR)
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Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Mercantile Bankshares

Borer Denton & Associates
Farther Finance Advisors
Root Financial Partners
EverSource Wealth Advisors
Rothschild Investment

View all funds holding Mercantile Bankshares