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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
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

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

Key Financial Inc's MRBK Position: Q2 2026 in Review

Key Financial Inc held its Meridian (MRBK) position steady in Q2 2026 at 59,366 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #99.

Key Financial Inc first reported a position in MRBK in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Key Financial Inc held 59,366 shares of Meridian worth $1.19M as of Q2 2026.
  • Key Financial Inc left its Meridian share count unchanged in Q2 2026.
  • Meridian made up 0.19% of Key Financial Inc's portfolio in Q2 2026, its #99 holding.
  • Key Financial Inc first reported a position in Meridian in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.