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Allworth Financial’s Meridian MRBK Stock Holding History

Allworth Financial’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.63K Buy
181
+43
+31% +$815 ﹤0.01% 4286
2026
Q1 		$2.62K Buy
138
+36
+35% +$684 ﹤0.01% 4258
2025
Q4 		$1.79K Buy
102
+15
+17% +$234 ﹤0.01% 4163
2025
Q3 		$1.37K Buy
+87
New +$1.3K ﹤0.01% 4161

Other funds holding MRBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial's MRBK Position: Q2 2026 in Review

Allworth Financial increased its Meridian (MRBK) stake by 31% in Q2 2026, buying an estimated $815 and bringing the position to 181 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4286.

Allworth Financial first reported a position in MRBK in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Allworth Financial held 181 shares of Meridian worth $3.63K as of Q2 2026.
  • Allworth Financial bought 43 Meridian shares in Q2 2026, an estimated $815.
  • Meridian made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4286 holding.
  • Allworth Financial first reported a position in Meridian in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.