MBWM — MERCANTILE BANK COM

Ownership history in NORTH STAR ASSET MANAGEMENT INC  ·  97 quarters on record

AI Ownership Summary

NORTH STAR ASSET MANAGEMENT INC reported MERCANTILE BANK COM (MBWM) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2023 Q4. The latest visible filing shows MBWM at 0.73% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MBWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH STAR ASSET MANAGEMENT INC's position in MERCANTILE BANK COM, 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
2025 Q4

MBWM was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

MBWM stock page NORTH STAR ASSET MANAGEMENT INC fund profile NORTH STAR ASSET MANAGEMENT INC full holdings
How NORTH STAR ASSET MANAGEMENT INC held MBWM — position size vs. price
% of Fund (quarterly)    MBWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 374,544 +19,204 +5.4% 0.73% $18.0M 2026-02-14 (Est.) $53.52
2025 Q3 REDUCED 355,340 -1,198 -0.3% 0.65% $16.0M 2025-11-10 $44.73
2025 Q2 REDUCED 356,538 -2,790 -0.8% 0.70% $16.5M 2025-08-12 $45.41
2025 Q1 REDUCED 359,328 -117 -0.0% 0.71% $15.6M 2025-05-08 $42.52
2024 Q4 REDUCED 359,445 -3,314 -0.9% 0.71% $16.0M 2025-02-19 $46.73
2024 Q3 REDUCED 362,759 -1,047 -0.3% 0.71% $15.9M 2024-11-14 $47.17
2024 Q2 ADDED 363,806 +2,532 +0.7% 0.70% $14.8M 2024-08-05 $40.34
2024 Q1 REDUCED 361,274 -1,035 -0.3% 0.66% $13.9M 2024-05-08 $37.08
2023 Q4 ADDED 362,309 +1,677 +0.5% 0.75% $14.6M 2024-02-01 $36.93
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MBWM

As of 2026 Q1 — sorted by position size

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.07% Farther Finance Advisors, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About NORTH STAR ASSET MANAGEMENT INC and MBWM

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

How long has NORTH STAR ASSET MANAGEMENT INC reported owning MBWM?

NORTH STAR ASSET MANAGEMENT INC reported MBWM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MBWM position in NORTH STAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MBWM was 0.75% in 2023 Q4.

What is the latest reported MBWM position on this page?

The most recent filing on this page is 2025 Q4, when NORTH STAR ASSET MANAGEMENT INC reported 374,544 shares, equal to 0.73% of portfolio, with an estimated market value of $18.0M.

What does the chart on this MBWM ownership page compare?

The chart compares NORTH STAR ASSET MANAGEMENT INC'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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