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 Q3	–	Sell	-11,216	Closed	-$225K	–	182
2026 Q2	$225K	Sell	11,216 -506	-4%	-$9.6K	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

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $812M AUM 13.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

ELCO Management's MRBK Position: Q3 2026 in Review

ELCO Management sold out of Meridian (MRBK) in Q3 2026, closing a stake of 11,216 shares — an estimated $225K sold.

ELCO Management first reported a position in MRBK in Q4 2022 and held it in 15 quarters. The position peaked at $384K in Q4 2022. 44 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

ELCO Management reported no remaining Meridian position as of Q3 2026 after selling out during the quarter.
ELCO Management sold 11,216 Meridian shares in Q3 2026, an estimated $225K.
ELCO Management first reported a position in Meridian in Q4 2022 and held it in 15 quarters.
ELCO Management's Meridian position peaked at $384K in Q4 2022.
44 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.