AssetMark Inc
MRBK icon

AssetMark Inc’s Meridian MRBK Stock Holding History

AssetMark Inc’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
Q3 		$7.43K Hold
395
– – ﹤0.01% 2622
2026
Q2 		$7.91K Hold
395
– – ﹤0.01% 2542
2026
Q1 		$7.49K Buy
+395
New +$7.5K ﹤0.01% 2417

Other funds holding MRBK

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

AssetMark Inc's MRBK Position: Q3 2026 in Review

AssetMark Inc held its Meridian (MRBK) position steady in Q3 2026 at 395 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

AssetMark Inc first reported a position in MRBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.91K in Q2 2026. 10 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

  • AssetMark Inc held 395 shares of Meridian worth $7.43K as of Q3 2026.
  • AssetMark Inc left its Meridian share count unchanged in Q3 2026.
  • Meridian made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2622 holding.
  • AssetMark Inc first reported a position in Meridian in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Meridian position peaked at $7.91K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.