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Mercantile Bank shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Mercantile Bank (MBWM) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Mercantile Bank

Tip: Access up to 7 years of quarterly data

All positions including Mercantile Bank held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mercantile Bank by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $914k 16k 57.42

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Mercantile Bank

BlackRock
Wellington Management Company
Dimensional Fund Advisors
Vanguard Capital Management
American Century Companies
State Street Corporation
Geode Capital Management
Renaissance Technologies
North Star Asset Management
Vanguard Portfolio Management
LSV Asset Management
Northern Trust
Tributary Capital Management
Two Sigma Investments
Hotchkis and Wiley Capital Management

View all funds holding Mercantile Bank