IWC
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Integrated Wealth Concepts’s Meridian MRBK Stock Holding History

Integrated Wealth Concepts’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 		$5.87K Buy
+293
New +$5.55K ﹤0.01% 4889

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

Integrated Wealth Concepts's MRBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Meridian (MRBK) in Q2 2026: 293 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #4889 among its holdings.

103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Integrated Wealth Concepts held 293 shares of Meridian worth $5.87K as of Q2 2026.
  • Meridian was a new Integrated Wealth Concepts position in Q2 2026.
  • Meridian made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4889 holding.
  • 103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.