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 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

Other funds holding MRBK

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's MRBK Position: Q1 2026 in Review

Key Financial Inc held its Meridian (MRBK) position steady in Q1 2026 at 59,366 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #94.

Key Financial Inc first reported a position in MRBK in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

Key Financial Inc held 59,366 shares of Meridian worth $1.13M as of Q1 2026.
Key Financial Inc left its Meridian share count unchanged in Q1 2026.
Meridian made up 0.2% of Key Financial Inc's portfolio in Q1 2026, its #94 holding.
Key Financial Inc first reported a position in Meridian in Q3 2025 and has held it in 3 quarters since.
93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.