ELCO Management’s Meridian MRBK Stock Holding History

ELCO Management’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	$225K	Sell	11,216 -506	-4%	-$9.59K	0.1%	155
2026 Q1	$222K	Hold	11,722	–	–	0.11%	153
2025 Q4	$206K	Hold	11,722	–	–	0.13%	143
2025 Q3	$185K	Sell	11,722 -3,278	-22%	-$49.2K	0.1%	151
2025 Q2	$193K	Hold	15,000	–	–	0.1%	147
2025 Q1	$216K	Sell	15,000 -3,291	-18%	-$50.1K	0.12%	133
2024 Q4	$251K	Sell	18,291 -296	-2%	-$4.23K	0.13%	134
2024 Q3	$235K	Hold	18,587	–	–	0.13%	143
2024 Q2	$196K	Buy	18,587 +565	+3%	+$5.4K	0.11%	143
2024 Q1	$179K	Sell	18,022 -200	-1%	-$2.21K	0.11%	144
2023 Q4	$253K	Hold	18,222	–	–	0.17%	115
2023 Q3	$178K	Hold	18,222	–	–	0.13%	122
2023 Q2	$179K	Sell	18,222 -7,108	-28%	-$71.9K	0.13%	118
2023 Q1	$319K	Hold	25,330	–	–	0.23%	94
2022 Q4	$384K	Buy	+25,330	New	+$401K	0.29%	77

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

ELCO Management's MRBK Position: Q2 2026 in Review

ELCO Management reduced its Meridian (MRBK) stake by 4.3% in Q2 2026, selling an estimated $9.59K and leaving 11,216 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #155.

ELCO Management first reported a position in MRBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $384K in Q4 2022. 102 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

ELCO Management held 11,216 shares of Meridian worth $225K as of Q2 2026.
ELCO Management sold 506 Meridian shares in Q2 2026, an estimated $9.59K.
Meridian made up 0.1% of ELCO Management's portfolio in Q2 2026, its #155 holding.
ELCO Management first reported a position in Meridian in Q4 2022 and has held it in 15 quarters since.
ELCO Management's Meridian position peaked at $384K in Q4 2022.
102 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.