IFP Advisors’s Meridian Holdings Inc MRDN Stock Holding History

IFP Advisors’s Portfolio MRDN Stock Details MRDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$85	Sell	7 -1	-13%	-$14	﹤0.01%	5004
2026 Q2	$111	Sell	8 -14	-64%	-$146	﹤0.01%	4948
2026 Q1	$20	Buy	22 +18	+450%	+$145	﹤0.01%	4919
2025 Q4	$39	Buy	+4	New	+$44	﹤0.01%	4729
2025 Q3	–	Hold	0	–	–	–	4799
2025 Q2	–	Hold	0	–	–	–	4877

Other funds holding MRDN

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's MRDN Position: Q3 2026 in Review

IFP Advisors reduced its Meridian Holdings Inc (MRDN) stake by 13% in Q3 2026, selling an estimated $14 and leaving 7 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #5004.

IFP Advisors first reported a position in MRDN in Q4 2025 and has held it in 4 quarters since. The position peaked at $111 in Q2 2026. 4 funds tracked by Wall St. Rank hold MRDN as of Q3 2026.

IFP Advisors held 7 shares of Meridian Holdings Inc worth $85 as of Q3 2026.
IFP Advisors sold 1 Meridian Holdings Inc share in Q3 2026, an estimated $14.
Meridian Holdings Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5004 holding.
IFP Advisors first reported a position in Meridian Holdings Inc in Q4 2025 and has held it in 4 quarters since.
IFP Advisors's Meridian Holdings Inc position peaked at $111 in Q2 2026.
4 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q3 2026.

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