AssetMark Inc
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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
Q1 		$7.49K Buy
+395
New +$7.5K ﹤0.01% 2417

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

AssetMark Inc's MRBK Position: Q1 2026 in Review

AssetMark Inc opened a new position in Meridian (MRBK) in Q1 2026: 395 shares worth $7.49K. The stake represents ﹤0.01% of the portfolio and ranks #2417 among its holdings.

93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

  • AssetMark Inc held 395 shares of Meridian worth $7.49K as of Q1 2026.
  • Meridian was a new AssetMark Inc position in Q1 2026.
  • Meridian made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2417 holding.
  • 93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.