EverSource Wealth Advisors’s Meridian MRBK Stock Holding History

EverSource Wealth Advisors’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	$1.62K	Buy	+81	New	+$1.54K	﹤0.01%	3802

Other funds holding MRBK

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

EverSource Wealth Advisors's MRBK Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Meridian (MRBK) in Q2 2026: 81 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #3802 among its holdings.

13 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

EverSource Wealth Advisors held 81 shares of Meridian worth $1.62K as of Q2 2026.
Meridian was a new EverSource Wealth Advisors position in Q2 2026.
Meridian made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3802 holding.
13 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.