GVAG
MRBK icon

Great Valley Advisor Group’s Meridian MRBK Stock Holding History

Great Valley Advisor Group’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 		$201K Buy
+10,039
New +$190K ﹤0.01% 994
2022
Q2 		– Sell
-12,662
Closed -$203K – 705
2022
Q1 		$203K Hold
12,662
– – 0.01% 568
2021
Q4 		$233K Buy
+12,662
New +$209K 0.01% 545

Other funds holding MRBK

BlackRock
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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Great Valley Advisor Group's MRBK Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Meridian (MRBK) in Q2 2026: 10,039 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in MRBK as recently as Q1 2022.

Great Valley Advisor Group first reported a position in MRBK in Q4 2021 and has held it in 3 quarters since. The position peaked at $233K in Q4 2021. 102 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Great Valley Advisor Group held 10,039 shares of Meridian worth $201K as of Q2 2026.
  • Meridian was a new Great Valley Advisor Group position in Q2 2026.
  • Meridian made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #994 holding.
  • Great Valley Advisor Group first reported a position in Meridian in Q4 2021 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Meridian position peaked at $233K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.