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Basecamp Wealth Advisors’s Meridian MRBK Stock Holding History

Basecamp Wealth Advisors’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 		$200 Sell
10
-6
-38% -$114 ﹤0.01% 1741
2026
Q1 		$303 Buy
+16
New +$304 ﹤0.01% 1821

Other funds holding MRBK

BlackRock
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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

Basecamp Wealth Advisors's MRBK Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Meridian (MRBK) stake by 38% in Q2 2026, selling an estimated $114 and leaving 10 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Basecamp Wealth Advisors first reported a position in MRBK in Q1 2026 and has held it in 2 quarters since. The position peaked at $303 in Q1 2026. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Basecamp Wealth Advisors held 10 shares of Meridian worth $200 as of Q2 2026.
  • Basecamp Wealth Advisors sold 6 Meridian shares in Q2 2026, an estimated $114.
  • Meridian made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1741 holding.
  • Basecamp Wealth Advisors first reported a position in Meridian in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's Meridian position peaked at $303 in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.