Cornerstone Advisory’s Meridian MRBK Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-6,296	Closed	-$116K	–	548
2021 Q4	$116K	Buy	+6,296	New	+$104K	0.02%	317

Other funds holding MRBK

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Cornerstone Advisory's MRBK Position: Q1 2022 in Review

Cornerstone Advisory sold out of Meridian (MRBK) in Q1 2022, closing a stake of 6,296 shares — an estimated $116K sold.

Cornerstone Advisory first reported a position in MRBK in Q4 2021 and held it in 1 quarter. The position peaked at $116K in Q4 2021. 50 funds tracked by Wall St. Rank hold MRBK as of Q1 2022.

Cornerstone Advisory reported no remaining Meridian position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 6,296 Meridian shares in Q1 2022, an estimated $116K.
Cornerstone Advisory first reported a position in Meridian in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Meridian position peaked at $116K in Q4 2021.
50 funds tracked by Wall St. Rank held Meridian as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.