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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
Q2 		$2.8K Buy
140
+50
+56% +$948 ﹤0.01% 4080
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% +$9.81K ﹤0.01% 1883
2023
Q3 		$6.61K Buy
+675
New +$7.61K ﹤0.01% 2413

Other funds holding MRBK

SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's MRBK Position: Q2 2026 in Review

IFP Advisors increased its Meridian (MRBK) stake by 56% in Q2 2026, buying an estimated $948 and bringing the position to 140 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4080.

IFP Advisors first reported a position in MRBK in Q3 2023 and has held it in 7 quarters since. The position peaked at $21.1K in Q4 2023. 7 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • IFP Advisors held 140 shares of Meridian worth $2.8K as of Q2 2026.
  • IFP Advisors bought 50 Meridian shares in Q2 2026, an estimated $948.
  • Meridian made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4080 holding.
  • IFP Advisors first reported a position in Meridian in Q3 2023 and has held it in 7 quarters since.
  • IFP Advisors's Meridian position peaked at $21.1K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.