Charles Schwab’s Meridian MRBK Stock Holding History

Charles Schwab’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	$553K	Buy	27,600 +3,881	+16%	+$73.6K	﹤0.01%	3215
2026 Q1	$450K	Sell	23,719 -2,867	-11%	-$54.5K	﹤0.01%	3136
2025 Q4	$467K	Hold	26,586	–	–	﹤0.01%	3176
2025 Q3	$420K	Hold	26,586	–	–	﹤0.01%	3220
2025 Q2	$343K	Buy	+26,586	New	+$352K	﹤0.01%	3276
2021 Q2	–	Sell	-28,222	Closed	-$367K	–	3494
2021 Q1	$367K	Hold	28,222	–	–	﹤0.01%	3185
2020 Q4	$294K	Hold	28,222	–	–	﹤0.01%	3168
2020 Q3	$228K	Hold	28,222	–	–	﹤0.01%	3138
2020 Q2	$224K	Buy	+28,222	New	+$215K	﹤0.01%	3149

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

Charles Schwab's MRBK Position: Q2 2026 in Review

Charles Schwab increased its Meridian (MRBK) stake by 16% in Q2 2026, buying an estimated $73.6K and bringing the position to 27,600 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Charles Schwab first reported a position in MRBK in Q2 2020 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

Charles Schwab held 27,600 shares of Meridian worth $553K as of Q2 2026.
Charles Schwab bought 3,881 Meridian shares in Q2 2026, an estimated $73.6K.
Meridian made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3215 holding.
Charles Schwab first reported a position in Meridian in Q2 2020 and has held it in 9 quarters since.
103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.