Key Financial Inc
MRBK icon

Key Financial Inc’s Meridian MRBK Stock Holding History

Key Financial Inc’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 		$1.12M Hold
59,366
– – 0.18% 98
2026
Q2 		$1.19M Hold
59,366
– – 0.19% 99
2026
Q1 		$1.13M Hold
59,366
– – 0.2% 94
2025
Q4 		$1.04M Hold
59,366
– – 0.19% 95
2025
Q3 		$917K Buy
+59,366
New +$890K 0.17% 112

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Vanguard Capital Management
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Banc Funds Company
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Geode Capital Management
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American Century Companies
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Qube Research & Technologies (QRT)
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Key Financial Inc's MRBK Position: Q3 2026 in Review

Key Financial Inc held its Meridian (MRBK) position steady in Q3 2026 at 59,366 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #98.

Key Financial Inc first reported a position in MRBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2026. 66 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

  • Key Financial Inc held 59,366 shares of Meridian worth $1.12M as of Q3 2026.
  • Key Financial Inc left its Meridian share count unchanged in Q3 2026.
  • Meridian made up 0.18% of Key Financial Inc's portfolio in Q3 2026, its #98 holding.
  • Key Financial Inc first reported a position in Meridian in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Meridian position peaked at $1.19M in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.