MBWM β€” Mercantile Bank Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  6 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Mercantile Bank Corp (MBWM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows MBWM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Mercantile Bank Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MBWM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held MBWM β€” position size vs. price
% of Fund (quarterly)    MBWM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12 β€” 0% 0.00% $606 2026-04-13 $53.29
2025 Q4 UNCHANGED 12 β€” 0% 0.00% $577 2026-01-07 $48.38
2025 Q3 UNCHANGED 12 β€” 0% 0.00% $540 2025-10-22 $44.56
2025 Q2 UNCHANGED 12 β€” 0% 0.00% $557 2025-07-09 $48.22
2025 Q1 UNCHANGED 12 β€” 0% 0.00% $521 2025-04-01 $42.12
2024 Q4 INITIATED 12 β€” β€” 0.00% $534 2025-01-16 $42.04

FAQ About MassMutual Private Wealth & Trust, FSB and MBWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning MBWM?

MassMutual Private Wealth & Trust, FSB reported MBWM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MBWM position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MBWM was 0.00% in 2026 Q1.

What is the latest reported MBWM position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $606.

What does the chart on this MBWM ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly MBWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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