Clearstead Advisors’s Meridian MRBK Stock Holding History

Clearstead 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 Q1	–	Sell	-4	Closed	-$71	–	2630
2025 Q4	$71	Sell	4 -22	-85%	-$344	﹤0.01%	2565
2025 Q3	$411	Buy	+26	New	+$390	﹤0.01%	2762

Other funds holding MRBK

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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's MRBK Position: Q1 2026 in Review

Clearstead Advisors sold out of Meridian (MRBK) in Q1 2026, closing a stake of 4 shares — an estimated $71 sold.

Clearstead Advisors first reported a position in MRBK in Q3 2025 and held it in 2 quarters. The position peaked at $411 in Q3 2025. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

Clearstead Advisors reported no remaining Meridian position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 4 Meridian shares in Q1 2026, an estimated $71.
Clearstead Advisors first reported a position in Meridian in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's Meridian position peaked at $411 in Q3 2025.
93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.