Essential Partners’s Meridian MRBK Stock Holding History

Essential Partners’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	$452	Buy	24 +12	+100%	+$236	﹤0.01%	2429
2026 Q2	$240	Buy	+12	New	+$227	﹤0.01%	2611

Other funds holding MRBK

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's MRBK Position: Q3 2026 in Review

Essential Partners increased its Meridian (MRBK) stake by 100% in Q3 2026, buying an estimated $236 and bringing the position to 24 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Essential Partners first reported a position in MRBK in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

Essential Partners held 24 shares of Meridian worth $452 as of Q3 2026.
Essential Partners bought 12 Meridian shares in Q3 2026, an estimated $236.
Meridian made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2429 holding.
Essential Partners first reported a position in Meridian in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.