Dmitry Balyasny’s Meridian MRBK Stock Holding History

Dmitry Balyasny’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
2024 Q1	–	Sell	-15,814	Closed	-$220K	–	2929
2023 Q4	$220K	Buy	+15,814	New	+$184K	﹤0.01%	2281

Other funds holding MRBK

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Dmitry Balyasny's MRBK Position: Q1 2024 in Review

Dmitry Balyasny sold out of Meridian (MRBK) in Q1 2024, closing a stake of 15,814 shares — an estimated $220K sold.

Dmitry Balyasny first reported a position in MRBK in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 41 funds tracked by Wall St. Rank hold MRBK as of Q1 2024.

Dmitry Balyasny reported no remaining Meridian position as of Q1 2024 after selling out during the quarter.
Dmitry Balyasny sold 15,814 Meridian shares in Q1 2024, an estimated $220K.
Dmitry Balyasny first reported a position in Meridian in Q4 2023 and held it in 1 quarter.
Dmitry Balyasny's Meridian position peaked at $220K in Q4 2023.
41 funds tracked by Wall St. Rank held Meridian as of Q1 2024.

Based on Balyasny Asset Management's 13F filing for Q1 2024, filed 13 May 2024.