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Covestor’s Meridian MRBK Stock Holding History

Covestor’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 		$0 Sell
14
-17
-55% -$322 ﹤0.01% 2708
2026
Q1 		$1K Sell
31
-87
-74% -$1.65K ﹤0.01% 2089
2025
Q4 		$2K Buy
118
+17
+17% +$266 ﹤0.01% 1931
2025
Q3 		$2K Buy
+101
New +$1.51K ﹤0.01% 1965

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

Covestor's MRBK Position: Q2 2026 in Review

Covestor reduced its Meridian (MRBK) stake by 55% in Q2 2026, selling an estimated $322 and leaving 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Covestor first reported a position in MRBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2K in Q4 2025. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Covestor held 14 shares of Meridian worth $0 as of Q2 2026.
  • Covestor sold 17 Meridian shares in Q2 2026, an estimated $322.
  • Meridian made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2708 holding.
  • Covestor first reported a position in Meridian in Q3 2025 and has held it in 4 quarters since.
  • Covestor's Meridian position peaked at $2K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.