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 Q2	$7.91K	Hold	395	–	–	﹤0.01%	2542
2026 Q1	$7.49K	Buy	+395	New	+$7.5K	﹤0.01%	2417

Other funds holding MRBK

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

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AssetMark Inc's MRBK Position: Q2 2026 in Review

AssetMark Inc held its Meridian (MRBK) position steady in Q2 2026 at 395 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

AssetMark Inc first reported a position in MRBK in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

AssetMark Inc held 395 shares of Meridian worth $7.91K as of Q2 2026.
AssetMark Inc left its Meridian share count unchanged in Q2 2026.
Meridian made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2542 holding.
AssetMark Inc first reported a position in Meridian in Q1 2026 and has held it in 2 quarters since.
103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.