Carson Wealth (CWM LLC)
MRBK icon

Carson Wealth (CWM LLC)’s Meridian MRBK Stock Holding History

Carson Wealth (CWM LLC)’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 		$37K Buy
1,953
+388
+25% +$7.37K ﹤0.01% 4015
2025
Q4 		$28K Sell
1,565
-561
-26% -$8.76K ﹤0.01% 3987
2025
Q3 		$34K Buy
+2,126
New +$31.9K ﹤0.01% 3802

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

Carson Wealth (CWM LLC)'s MRBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Meridian (MRBK) stake by 25% in Q1 2026, buying an estimated $7.37K and bringing the position to 1,953 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #4015.

Carson Wealth (CWM LLC) first reported a position in MRBK in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,953 shares of Meridian worth $37K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 388 Meridian shares in Q1 2026, an estimated $7.37K.
  • Meridian made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4015 holding.
  • Carson Wealth (CWM LLC) first reported a position in Meridian in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.