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Mercantile Bank shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Mercantile Bank (MBWM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Mercantile Bank

Tip: Access up to 7 years of quarterly data

All positions including Mercantile Bank held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mercantile Bank by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $238k 5.1k 46.41
2025-03-31 $224k 5.2k 43.44
2024-12-31 $200k 4.5k 44.49

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Top funds holding Mercantile Bank

BlackRock
Dimensional Fund Advisors
Vanguard Group
Tributary Capital Management
American Century Companies
Renaissance Technologies
State Street Corporation
Geode Capital Management
North Star Asset Management
LSV Asset Management
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
AQR Capital Management
Northern Trust
Banc Funds Company

View all funds holding Mercantile Bank