IFP Advisors’s Meridian MRBK Stock Holding History

IFP 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 Q3	$3.26K	Buy	173 +33	+24%	+$650	﹤0.01%	4024
2026 Q2	$2.8K	Buy	140 +50	+56%	+$948	﹤0.01%	4081
2026 Q1	$1.71K	Hold	90	–	–	﹤0.01%	4016
2025 Q4	$1.58K	Buy	90 +86	+2,150%	+$1.34K	﹤0.01%	3917
2025 Q3	$63	Buy	+4	New	+$60	﹤0.01%	4619
2024 Q2	–	Sell	-516	Closed	-$5.12K	–	3294
2024 Q1	$5.12K	Sell	516 -1,003	-66%	-$11.1K	﹤0.01%	2451
2023 Q4	$21.1K	Buy	1,519 +844	+125%	+$9.8K	﹤0.01%	1883
2023 Q3	$6.61K	Buy	+675	New	+$7.61K	﹤0.01%	2413

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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

IFP Advisors's MRBK Position: Q3 2026 in Review

IFP Advisors increased its Meridian (MRBK) stake by 24% in Q3 2026, buying an estimated $650 and bringing the position to 173 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

IFP Advisors first reported a position in MRBK in Q3 2023 and has held it in 8 quarters since. The position peaked at $21.1K in Q4 2023. 11 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

IFP Advisors held 173 shares of Meridian worth $3.26K as of Q3 2026.
IFP Advisors bought 33 Meridian shares in Q3 2026, an estimated $650.
Meridian made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4024 holding.
IFP Advisors first reported a position in Meridian in Q3 2023 and has held it in 8 quarters since.
IFP Advisors's Meridian position peaked at $21.1K in Q4 2023.
11 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.