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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
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

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's MRBK Position: Q1 2026 in Review

Allworth Financial increased its Meridian (MRBK) stake by 35% in Q1 2026, buying an estimated $684 and bringing the position to 138 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4258.

Allworth Financial first reported a position in MRBK in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

  • Allworth Financial held 138 shares of Meridian worth $2.62K as of Q1 2026.
  • Allworth Financial bought 36 Meridian shares in Q1 2026, an estimated $684.
  • Meridian made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4258 holding.
  • Allworth Financial first reported a position in Meridian in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.