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 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

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

SVBP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ELCO Management's MRBK Position: Q1 2026 in Review

ELCO Management held its Meridian (MRBK) position steady in Q1 2026 at 11,722 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #153.

ELCO Management first reported a position in MRBK in Q4 2022 and has held it in 14 quarters since. The position peaked at $384K in Q4 2022. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

ELCO Management held 11,722 shares of Meridian worth $222K as of Q1 2026.
ELCO Management left its Meridian share count unchanged in Q1 2026.
Meridian made up 0.11% of ELCO Management's portfolio in Q1 2026, its #153 holding.
ELCO Management first reported a position in Meridian in Q4 2022 and has held it in 14 quarters since.
ELCO Management's Meridian position peaked at $384K in Q4 2022.
93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.