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Innealta Capital’s Meridian MRBK Stock Holding History

Innealta Capital’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
2024
Q3 		– Sell
-1
Closed -$11 – 1096
2024
Q2 		$11 Buy
+1
New +$10 ﹤0.01% 1820

Other funds holding MRBK

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Innealta Capital's MRBK Position: Q3 2024 in Review

Innealta Capital sold out of Meridian (MRBK) in Q3 2024, closing a stake of 1 share — an estimated $11 sold.

Innealta Capital first reported a position in MRBK in Q2 2024 and held it in 1 quarter. The position peaked at $11 in Q2 2024. 41 funds tracked by Wall St. Rank hold MRBK as of Q3 2024.

  • Innealta Capital reported no remaining Meridian position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 1 Meridian share in Q3 2024, an estimated $11.
  • Innealta Capital first reported a position in Meridian in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Meridian position peaked at $11 in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Meridian as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.