MBWM — MERCANTILE BK CORP
Reported value held$352.01M
Funds holding (latest)37
SectorFinancials
Funds holding (Q2 2026)29
Institutional value$295.58M · 5.16M sh
New / Add / Cut / Exit3 / 13 / 11 / 3
Top-5 / Top-10 concentration73.4% / 88.1%
Institutional holdings change
Accumulating +5.2%
(+256.24K sh)
Institutional value change
Up +19.6%
As of Q2 2026, 29 SEC-registered investment managers reported holding MBWM (MERCANTILE BK CORP) in their latest 13F filings, with a combined reported value of $295.58M across 5.16M shares. That is +5.2% by share count (+256.24K shares) versus the previous quarter, while reported value moved +19.6%. Ownership is concentrated: the five largest holders account for 73.4% of reported value and the top ten for 88.1%.
Compared with the prior quarter, 3 opened new positions, 13 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MBWM is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.53M | $88.10M | 0.00% | Add |
| Wellington Management Group history | 1.09M | $62.47M | 0.01% | Reduce |
| Geode Capital Management history | 466.41K | $26.79M | 0.00% | Add |
| Renaissance Technologies history | 446.61K | $25.64M | 0.04% | Reduce |
| Northern Trust Corp history | 240.67K | $13.82M | 0.00% | Add |
| Two Sigma Investments history | 213.74K | $12.27M | 0.01% | Add |
| Charles Schwab Investment Management history | 144.19K | $8.28M | 0.00% | Add |
| JPMorgan Chase & Co history | 140.10K | $8.01M | 0.00% | New |
| AQR Capital Management history | 137.73K | $7.91M | 0.00% | Reduce |
| Morgan Stanley history | 123.03K | $7.06M | 0.00% | Reduce |
| Goldman Sachs Group history | 101.03K | $5.80M | 0.00% | Reduce |
| BNY Mellon history | 98.10K | $5.63M | 0.00% | Add |
| Citadel Advisors history | 93.09K | $5.35M | 0.00% | Add |
| Arrowstreet Capital history | 64.90K | $3.73M | 0.00% | Hold |
| Franklin Resources history | 55.46K | $3.18M | 0.00% | Add |
| Wells Fargo & Co history | 40.98K | $2.35M | 0.00% | Add |
| UBS Group AG history | 26.49K | $1.52M | 0.00% | Reduce |
| Bank of America Corp history | 24.03K | $1.38M | 0.00% | Reduce |
| Invesco Ltd history | 23.69K | $1.36M | 0.00% | Add |
| Deutsche Bank AG history | 17.93K | $1.03M | 0.00% | Add |
| Citigroup Inc history | 17.60K | $1.01M | 0.00% | Add |
| Legal & General Investment Management America history | 12.75K | $732.22K | 0.00% | Reduce |
| CPP Investments history | 11.90K | $683.30K | 0.00% | Hold |
| Point72 Asset Management history | 11.63K | $668.02K | 0.00% | New |
| D. E. Shaw & Co history | 4.76K | $273.09K | 0.00% | New |
| Manulife Financial history | 4.50K | $258.16K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.75K | $157.65K | 0.00% | Reduce |
| PNC Financial Services history | 1.63K | $93.67K | 0.00% | Reduce |
| T. Rowe Price Associates history | 14.14K | $812 | 0.00% | Add |
Q1 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.39M | $70.13M | 0.00% | Reduce |
| Wellington Management Group history | 1.19M | $60.05M | 0.01% | Add |
| Renaissance Technologies history | 472.21K | $23.85M | 0.04% | Reduce |
| Geode Capital Management history | 435.01K | $21.97M | 0.00% | Add |
| Northern Trust Corp history | 232.60K | $11.75M | 0.00% | Add |
| Two Sigma Investments history | 181.65K | $9.17M | 0.01% | Add |
| AQR Capital Management history | 146.71K | $7.41M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 140.45K | $7.09M | 0.00% | Add |
| Morgan Stanley history | 127.24K | $6.43M | 0.00% | Reduce |
| Goldman Sachs Group history | 112.72K | $5.69M | 0.00% | Reduce |
| BNY Mellon history | 92.66K | $4.68M | 0.00% | Hold |
| Arrowstreet Capital history | 64.90K | $3.28M | 0.00% | Reduce |
| Franklin Resources history | 53.08K | $2.68M | 0.00% | Add |
| Bank of America Corp history | 36.78K | $1.86M | 0.00% | Add |
| UBS Group AG history | 35.64K | $1.80M | 0.00% | Add |
| Wells Fargo & Co history | 32.76K | $1.65M | 0.00% | Reduce |
| Citadel Advisors history | 28.93K | $1.46M | 0.00% | Reduce |
| Invesco Ltd history | 22.55K | $1.14M | 0.00% | Reduce |
| Lazard Asset Management history | 17.57K | $887.24K | 0.00% | Add |
| Legal & General Investment Management America history | 14.53K | $733.92K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 13.08K | $660.55K | 0.00% | Add |
| Deutsche Bank AG history | 12.62K | $637.26K | 0.00% | Add |
| CPP Investments history | 11.90K | $600.95K | 0.00% | Hold |
| Citigroup Inc history | 11.09K | $560.15K | 0.00% | Add |
| Prudential Financial history | 7.11K | $358.80K | 0.00% | Add |
| Janus Henderson Group history | 6.74K | $341.03K | 0.00% | Hold |
| Manulife Financial history | 4.67K | $235.78K | 0.00% | Reduce |
| PNC Financial Services history | 1.68K | $84.92K | 0.00% | Add |
| T. Rowe Price Associates history | 11.38K | $575 | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.44M | $69.21M | 0.00% | Hold |
| Vanguard Group history | 1.07M | $51.29M | 0.00% | Add |
| Renaissance Technologies history | 496.21K | $23.87M | 0.04% | Add |
| Geode Capital Management history | 402.62K | $19.37M | 0.00% | Reduce |
| Wellington Management Group history | 294.81K | $14.18M | 0.00% | New |
| JPMorgan Chase & Co history | 195.04K | $9.38M | 0.00% | Reduce |
| Northern Trust Corp history | 167.00K | $8.03M | 0.00% | Reduce |
| Morgan Stanley history | 159.61K | $7.68M | 0.00% | Reduce |
| AQR Capital Management history | 159.56K | $7.68M | 0.00% | Reduce |
| Goldman Sachs Group history | 133.50K | $6.42M | 0.00% | Add |
| Charles Schwab Investment Management history | 133.29K | $6.41M | 0.00% | Hold |
| Two Sigma Investments history | 120.18K | $5.78M | 0.01% | Add |
| BNY Mellon history | 92.84K | $4.47M | 0.00% | Reduce |
| Arrowstreet Capital history | 71.58K | $3.44M | 0.00% | Hold |
| Wells Fargo & Co history | 44.29K | $2.13M | 0.00% | Add |
| Citadel Advisors history | 36.73K | $1.77M | 0.00% | New |
| Marshall Wace history | 28.41K | $1.37M | 0.00% | Add |
| UBS Group AG history | 28.10K | $1.35M | 0.00% | Reduce |
| Bank of America Corp history | 28.08K | $1.35M | 0.00% | Reduce |
| Millennium Management history | 23.71K | $1.14M | 0.00% | Reduce |
| Invesco Ltd history | 23.41K | $1.13M | 0.00% | Reduce |
| Franklin Resources history | 19.99K | $961.62K | 0.00% | Add |
| Legal & General Investment Management America history | 17.82K | $857.19K | 0.00% | Hold |
| Lazard Asset Management history | 16.54K | $795.67K | 0.00% | Add |
| CPP Investments history | 11.90K | $572.39K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 10.99K | $528.68K | 0.00% | Add |
| Citigroup Inc history | 9.07K | $436.22K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.75K | $420.88K | 0.00% | Reduce |
| Janus Henderson Group history | 6.74K | $324.25K | 0.00% | Hold |
| Prudential Financial history | 5.41K | $259.98K | 0.00% | Reduce |
| Manulife Financial history | 4.94K | $237.76K | 0.00% | Reduce |
| PNC Financial Services history | 1.29K | $62.31K | 0.00% | Reduce |
| T. Rowe Price Associates history | 9.04K | $435 | 0.00% | Add |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.43M | $64.44M | 0.00% | Reduce |
| Vanguard Group history | 1.04M | $46.75M | 0.00% | Hold |
| Renaissance Technologies history | 490.41K | $22.07M | 0.03% | Add |
| Geode Capital Management history | 412.20K | $18.55M | 0.00% | Add |
| JPMorgan Chase & Co history | 214.65K | $9.66M | 0.00% | Add |
| AQR Capital Management history | 181.51K | $8.17M | 0.01% | Add |
| Northern Trust Corp history | 173.98K | $7.83M | 0.00% | Reduce |
| Morgan Stanley history | 168.04K | $7.56M | 0.00% | Add |
| Charles Schwab Investment Management history | 133.36K | $6.00M | 0.00% | Hold |
| Goldman Sachs Group history | 107.75K | $4.85M | 0.00% | Add |
| BNY Mellon history | 96.29K | $4.33M | 0.00% | Add |
| Millennium Management history | 82.61K | $3.72M | 0.00% | Reduce |
| Two Sigma Investments history | 77.99K | $3.51M | 0.01% | Add |
| Arrowstreet Capital history | 71.58K | $3.22M | 0.00% | Hold |
| Wells Fargo & Co history | 40.61K | $1.83M | 0.00% | Add |
| UBS Group AG history | 34.53K | $1.55M | 0.00% | Add |
| Bank of America Corp history | 33.67K | $1.52M | 0.00% | Add |
| Invesco Ltd history | 28.06K | $1.26M | 0.00% | Reduce |
| Franklin Resources history | 19.35K | $870.84K | 0.00% | Add |
| Legal & General Investment Management America history | 17.86K | $803.79K | 0.00% | Reduce |
| Lazard Asset Management history | 16.09K | $724.10K | 0.00% | Hold |
| Deutsche Bank AG history | 15.21K | $684.67K | 0.00% | Add |
| Marshall Wace history | 15.18K | $683.19K | 0.00% | Add |
| Citigroup Inc history | 10.09K | $454.05K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 8.80K | $395.94K | 0.00% | Add |
| Janus Henderson Group history | 6.74K | $303.66K | 0.00% | Hold |
| Prudential Financial history | 6.50K | $292.55K | 0.00% | Add |
| D. E. Shaw & Co history | 6.29K | $283.27K | 0.00% | Reduce |
| Point72 Asset Management history | 5.60K | $252.00K | 0.00% | Add |
| Manulife Financial history | 5.56K | $250.06K | 0.00% | Reduce |
| PNC Financial Services history | 1.39K | $62.72K | 0.00% | Add |
| T. Rowe Price Associates history | 8.37K | $377 | 0.00% | Add |
Q2 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.51M | $69.96M | 0.00% | Reduce |
| Vanguard Group history | 1.04M | $48.24M | 0.00% | Add |
| Renaissance Technologies history | 485.31K | $22.52M | 0.03% | Reduce |
| Geode Capital Management history | 405.86K | $18.84M | 0.00% | Add |
| Northern Trust Corp history | 176.54K | $8.19M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 155.90K | $7.24M | 0.00% | Add |
| Millennium Management history | 148.01K | $6.87M | 0.00% | Add |
| Charles Schwab Investment Management history | 132.85K | $6.17M | 0.00% | Add |
| Morgan Stanley history | 113.78K | $5.28M | 0.00% | Add |
| AQR Capital Management history | 109.52K | $5.08M | 0.00% | Add |
| BNY Mellon history | 95.51K | $4.43M | 0.00% | Add |
| Goldman Sachs Group history | 81.38K | $3.78M | 0.00% | Reduce |
| Arrowstreet Capital history | 71.58K | $3.32M | 0.00% | Hold |
| Wells Fargo & Co history | 39.50K | $1.83M | 0.00% | Add |
| Two Sigma Investments history | 37.16K | $1.72M | 0.00% | Reduce |
| Invesco Ltd history | 32.22K | $1.50M | 0.00% | Reduce |
| Bank of America Corp history | 30.09K | $1.40M | 0.00% | Reduce |
| UBS Group AG history | 21.44K | $994.98K | 0.00% | Reduce |
| Legal & General Investment Management America history | 18.36K | $852.27K | 0.00% | Add |
| Franklin Resources history | 17.76K | $824.24K | 0.00% | Hold |
| Balyasny Asset Management history | 13.43K | $623.33K | 0.00% | Reduce |
| Deutsche Bank AG history | 12.88K | $597.95K | 0.00% | Reduce |
| Citigroup Inc history | 12.77K | $592.52K | 0.00% | Reduce |
| D. E. Shaw & Co history | 7.94K | $368.68K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.70K | $357.43K | 0.00% | Reduce |
| Janus Henderson Group history | 6.74K | $312.42K | 0.00% | Hold |
| Prudential Financial history | 6.09K | $296.37K | 0.00% | New |
| Citadel Advisors history | 6.11K | $283.75K | 0.00% | Reduce |
| Manulife Financial history | 6.02K | $279.53K | 0.00% | Add |
| Marshall Wace history | 5.55K | $257.81K | 0.00% | Reduce |
| Point72 Asset Management history | 2.06K | $95.46K | 0.00% | Reduce |
| PNC Financial Services history | 1.31K | $61.00K | 0.00% | Reduce |
| Lazard Asset Management history | 16.09K | $745 | 0.00% | Reduce |
| T. Rowe Price Associates history | 7.95K | $369 | 0.00% | Add |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.59M | $69.11M | 0.00% | Reduce |
| Vanguard Group history | 1.02M | $44.18M | 0.00% | Add |
| Renaissance Technologies history | 508.39K | $22.08M | 0.03% | Hold |
| Geode Capital Management history | 388.28K | $16.87M | 0.00% | Add |
| Northern Trust Corp history | 181.59K | $7.89M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 128.88K | $5.60M | 0.00% | Reduce |
| Morgan Stanley history | 104.38K | $4.53M | 0.00% | Reduce |
| Goldman Sachs Group history | 96.28K | $4.18M | 0.00% | Reduce |
| BNY Mellon history | 94.70K | $4.11M | 0.00% | Reduce |
| AQR Capital Management history | 92.05K | $4.00M | 0.00% | Add |
| JPMorgan Chase & Co history | 90.08K | $3.91M | 0.00% | Reduce |
| Arrowstreet Capital history | 71.93K | $3.12M | 0.00% | Add |
| Millennium Management history | 66.30K | $2.88M | 0.00% | Reduce |
| Invesco Ltd history | 38.94K | $1.69M | 0.00% | Reduce |
| Two Sigma Investments history | 38.68K | $1.68M | 0.00% | Add |
| Bank of America Corp history | 37.84K | $1.64M | 0.00% | Reduce |
| Wells Fargo & Co history | 37.49K | $1.63M | 0.00% | Reduce |
| UBS Group AG history | 28.26K | $1.23M | 0.00% | Reduce |
| Citigroup Inc history | 18.34K | $796.69K | 0.00% | Reduce |
| Franklin Resources history | 17.74K | $770.71K | 0.00% | Add |
| Legal & General Investment Management America history | 17.17K | $745.91K | 0.00% | Add |
| Balyasny Asset Management history | 15.28K | $663.68K | 0.00% | New |
| Deutsche Bank AG history | 15.21K | $660.50K | 0.00% | Reduce |
| Marshall Wace history | 14.29K | $620.72K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 12.53K | $544.26K | 0.00% | Reduce |
| Principal Global Investors history | 9.68K | $420.28K | 0.00% | Add |
| D. E. Shaw & Co history | 9.09K | $394.91K | 0.00% | New |
| Citadel Advisors history | 8.85K | $384.27K | 0.00% | Reduce |
| Janus Henderson Group history | 6.74K | $296.55K | 0.00% | Hold |
| Manulife Financial history | 5.55K | $241.00K | 0.00% | Add |
| Point72 Asset Management history | 2.80K | $121.67K | 0.00% | Add |
| PNC Financial Services history | 1.38K | $59.71K | 0.00% | Reduce |
| Lazard Asset Management history | 17.76K | $769 | 0.00% | Add |
| T. Rowe Price Associates history | 6.89K | $300 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 140.10K sh · $8.01M
- Point72 Asset Management 11.63K sh · $668.02K
- D. E. Shaw & Co 4.76K sh · $273.09K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 17.57K sh · $887.24K
- Prudential Financial sold 7.11K sh · $358.80K
- Janus Henderson Group sold 6.74K sh · $341.03K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.53M | 1.39M | 1.44M | 1.43M | 1.51M | 1.59M | 1.62M | 1.60M | — | — | — | — | — | — | — | — | — | — | — | — |
| Wellington Management Group | 1.09M | 1.19M | 294.81K | — | — | — | — | — | — | — | — | — | — | — | 14.56K | — | — | — | — | — |
| Geode Capital Management | 466.41K | 435.01K | 402.62K | 412.20K | 405.86K | 388.28K | 376.91K | 376.98K | 362.78K | 348.33K | 335.90K | 322.01K | 306.20K | 293.18K | 282.71K | 272.25K | 272.20K | 257.85K | 255.82K | 269.22K |
| Renaissance Technologies | 446.61K | 472.21K | 496.21K | 490.41K | 485.31K | 508.39K | 510.81K | 543.59K | 530.91K | 522.81K | 538.41K | 534.71K | 541.71K | 547.31K | 592.81K | 622.81K | 656.71K | 668.51K | 679.21K | 693.91K |
| Northern Trust Corp | 240.67K | 232.60K | 167.00K | 173.98K | 176.54K | 181.59K | 190.49K | 180.00K | 178.35K | 183.78K | 194.56K | 189.41K | 184.25K | 183.76K | 187.53K | 188.46K | 189.27K | 180.75K | 184.79K | 196.60K |
| Two Sigma Investments | 213.74K | 181.65K | 120.18K | 77.99K | 37.16K | 38.68K | 30.84K | 27.04K | 23.17K | 11.84K | 14.73K | 23.81K | 25.56K | 34.93K | 25.25K | 26.07K | 28.21K | 31.98K | 21.23K | 38.98K |
| Charles Schwab Investment Management | 144.19K | 140.45K | 133.29K | 133.36K | 132.85K | 128.88K | 189.96K | 196.32K | 187.91K | 198.42K | 199.04K | 195.81K | 191.68K | 161.39K | 111.11K | 106.71K | 102.59K | 106.22K | 136.07K | 134.33K |
| JPMorgan Chase & Co | 140.10K | — | 195.04K | 214.65K | 155.90K | 90.08K | 122.53K | 82.36K | 60.95K | 79.47K | 64.83K | 51.76K | 61.10K | 45.97K | 60.45K | 35.66K | 36.42K | 23.46K | 37.59K | 22.51K |
| AQR Capital Management | 137.73K | 146.71K | 159.56K | 181.51K | 109.52K | 92.05K | 75.95K | 83.03K | 174.35K | 83.55K | 46.64K | 45.78K | 45.48K | 48.83K | 52.54K | 43.82K | 43.19K | 37.22K | 48.98K | 49.85K |
| Morgan Stanley | 123.03K | 127.24K | 159.61K | 168.04K | 113.78K | 104.38K | 126.75K | 105.81K | 88.40K | 89.75K | 109.48K | 97.39K | 89.20K | 100.66K | 112.92K | 108.17K | 151.62K | 58.03K | 64.25K | 41.76K |
| Goldman Sachs Group | 101.03K | 112.72K | 133.50K | 107.75K | 81.38K | 96.28K | 127.73K | 113.70K | 69.87K | 60.97K | 39.25K | 41.12K | 48.69K | 36.97K | 31.94K | 27.88K | 27.83K | 26.92K | 20.06K | 29.18K |
| BNY Mellon | 98.10K | 92.66K | 92.84K | 96.29K | 95.51K | 94.70K | 95.31K | 110.69K | 120.69K | 117.36K | 121.86K | 125.12K | 121.51K | 122.44K | 124.83K | 113.42K | 107.74K | 112.50K | 119.79K | 119.84K |
| Citadel Advisors | 93.09K | 28.93K | 36.73K | — | 6.11K | 8.85K | 21.94K | 10.05K | 7.60K | 12.60K | — | — | 10.13K | 9.23K | — | 70.38K | 34.70K | 42.09K | 25.99K | 23.18K |
| Arrowstreet Capital | 64.90K | 64.90K | 71.58K | 71.58K | 71.58K | 71.93K | 70.04K | 65.93K | 59.17K | 65.65K | — | — | — | — | — | — | — | — | — | 39.31K |
| Franklin Resources | 55.46K | 53.08K | 19.99K | 19.35K | 17.76K | 17.74K | 10.12K | 10.12K | 8.97K | 7.75K | 7.67K | 7.67K | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 40.98K | 32.76K | 44.29K | 40.61K | 39.50K | 37.49K | 44.80K | 33.76K | 33.52K | 30.61K | 34.52K | 34.23K | 34.72K | 41.76K | 39.11K | 39.90K | 41.12K | 46.99K | 47.70K | 32.88K |
| UBS Group AG | 26.49K | 35.64K | 28.10K | 34.53K | 21.44K | 28.26K | 29.67K | 11.97K | 10.73K | 18.86K | 22.83K | 11.67K | 11.36K | 8.37K | 7.63K | 3.44K | 2.82K | 6.64K | 7.91K | 1.43K |
| Bank of America Corp | 24.03K | 36.78K | 28.08K | 33.67K | 30.09K | 37.84K | 39.26K | 37.23K | 44.52K | 38.65K | 52.62K | 45.22K | 42.34K | 46.98K | 64.32K | 56.47K | 59.59K | 62.63K | 75.84K | 65.86K |
| Invesco Ltd | 23.69K | 22.55K | 23.41K | 28.06K | 32.22K | 38.94K | 40.29K | 38.63K | 46.79K | 55.82K | 33.55K | 24.67K | 20.74K | 23.96K | 36.41K | 44.82K | 48.15K | 41.88K | 23.67K | 25.34K |
| Deutsche Bank AG | 17.93K | 12.62K | 8.75K | 15.21K | 12.88K | 15.21K | 16.62K | 11.18K | 9.03K | 9.18K | 7.46K | 7.23K | 7.23K | 9.55K | 6.48K | 6.37K | 10.42K | 9.10K | 12.51K | 12.57K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details