Bank of New York Mellon
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Bank of New York Mellon’s Meridian MRBK Stock Holding History

Bank of New York Mellon’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 		$855K Buy
42,699
+3,726
+10% +$70.6K ﹤0.01% 3456
2026
Q1 		$739K Sell
38,973
-5,317
-12% -$101K ﹤0.01% 3401
2025
Q4 		$779K Buy
44,290
+8,685
+24% +$136K ﹤0.01% 3382
2025
Q3 		$562K Buy
35,605
+2,525
+8% +$37.9K ﹤0.01% 3521
2025
Q2 		$426K Buy
33,080
+16,252
+97% +$215K ﹤0.01% 3596
2025
Q1 		$242K Hold
16,828
– – ﹤0.01% 3795
2024
Q4 		$231K Hold
16,828
– – ﹤0.01% 3900
2024
Q3 		$213K Hold
16,828
– – ﹤0.01% 3889
2024
Q2 		$177K Hold
16,828
– – ﹤0.01% 3970
2024
Q1 		$167K Sell
16,828
-3,472
-17% -$38.4K ﹤0.01% 3977
2023
Q4 		$282K Sell
20,300
-25,450
-56% -$296K ﹤0.01% 3822
2023
Q3 		$448K Buy
45,750
+968
+2% +$10.9K ﹤0.01% 3606
2023
Q2 		$439K Sell
44,782
-148
-0.3% -$1.5K ﹤0.01% 3676
2023
Q1 		$566K Buy
44,930
+248
+0.6% +$3.78K ﹤0.01% 3430
2022
Q4 		$677K Buy
44,682
+2,036
+5% +$32.3K ﹤0.01% 3393
2022
Q3 		$622K Buy
42,646
+558
+1% +$8.29K ﹤0.01% 3460
2022
Q2 		$637K Sell
42,088
-234
-0.6% -$3.64K ﹤0.01% 3447
2022
Q1 		$679K Buy
42,322
+946
+2% +$16.7K ﹤0.01% 3529
2021
Q4 		$761K Buy
41,376
+10,870
+36% +$179K ﹤0.01% 3546
2021
Q3 		$439K Sell
30,506
-144
-0.5% -$1.95K ﹤0.01% 3881
2021
Q2 		$402K Sell
30,650
-25,078
-45% -$330K ﹤0.01% 3868
2021
Q1 		$724K Buy
55,728
+17,678
+46% +$208K ﹤0.01% 3503
2020
Q4 		$396K Buy
38,050
+13,180
+53% +$125K ﹤0.01% 3727
2020
Q3 		$201K Sell
24,870
-438
-2% -$3.28K ﹤0.01% 3845
2020
Q2 		$201K Buy
+25,308
New +$192K ﹤0.01% 3795

Other funds holding MRBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Bank of New York Mellon's MRBK Position: Q2 2026 in Review

Bank of New York Mellon increased its Meridian (MRBK) stake by 9.6% in Q2 2026, buying an estimated $70.6K and bringing the position to 42,699 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Bank of New York Mellon first reported a position in MRBK in Q2 2020 and has held it in 25 quarters since. 48 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Bank of New York Mellon held 42,699 shares of Meridian worth $855K as of Q2 2026.
  • Bank of New York Mellon bought 3,726 Meridian shares in Q2 2026, an estimated $70.6K.
  • Meridian made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3456 holding.
  • Bank of New York Mellon first reported a position in Meridian in Q2 2020 and has held it in 25 quarters since.
  • 48 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.