Allworth Financial’s Meridian Holdings Inc MRDN Stock Holding History

Allworth Financial’s Portfolio MRDN Stock Details MRDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44	Buy	6 +4	+200%	+$32	﹤0.01%	5070
2025 Q4	$17	Buy	+2	New	+$22	﹤0.01%	4932

Other funds holding MRDN

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allworth Financial's MRDN Position: Q1 2026 in Review

Allworth Financial increased its Meridian Holdings Inc (MRDN) stake by 200% in Q1 2026, buying an estimated $32 and bringing the position to 6 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #5070.

Allworth Financial first reported a position in MRDN in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MRDN as of Q1 2026.

Allworth Financial held 6 shares of Meridian Holdings Inc worth $44 as of Q1 2026.
Allworth Financial bought 4 Meridian Holdings Inc shares in Q1 2026, an estimated $32.
Meridian Holdings Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5070 holding.
Allworth Financial first reported a position in Meridian Holdings Inc in Q4 2025 and has held it in 2 quarters since.
46 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q1 2026.

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