LSV Asset Management’s Meridian MRBK Stock Holding History

LSV Asset Management’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	$1.22M	Sell	64,856 -2,400	-4%	-$47.3K	﹤0.01%	647
2026 Q2	$1.35M	Hold	67,256	–	–	﹤0.01%	638
2026 Q1	$1.28M	Sell	67,256 -800	-1%	-$15.2K	﹤0.01%	618
2025 Q4	$1.2M	Hold	68,056	–	–	﹤0.01%	625
2025 Q3	$1.08M	Hold	68,056	–	–	﹤0.01%	636
2025 Q2	$877K	Hold	68,056	–	–	﹤0.01%	620
2025 Q1	$980K	Sell	68,056 -7,900	-10%	-$120K	﹤0.01%	624
2024 Q4	$1.04M	Sell	75,956 -15,000	-16%	-$215K	﹤0.01%	615
2024 Q3	$1.15M	Sell	90,956 -400	-0.4%	-$4.56K	﹤0.01%	628
2024 Q2	$961K	Sell	91,356 -1,466	-2%	-$14K	﹤0.01%	680
2024 Q1	$921K	Hold	92,822	–	–	﹤0.01%	696
2023 Q4	$1.29M	Buy	92,822 +3,114	+3%	+$36.2K	﹤0.01%	663
2023 Q3	$879K	Hold	89,708	–	–	﹤0.01%	694
2023 Q2	$879K	Hold	89,708	–	–	﹤0.01%	710
2023 Q1	$1.13M	Buy	89,708 +15,896	+22%	+$243K	﹤0.01%	656
2022 Q4	$1.12M	Hold	73,812	–	–	﹤0.01%	645
2022 Q3	$1.08M	Buy	73,812 +5,636	+8%	+$83.7K	﹤0.01%	643
2022 Q2	$1.03M	Buy	68,176 +9,998	+17%	+$156K	﹤0.01%	668
2022 Q1	$933K	Buy	58,178 +28,242	+94%	+$500K	﹤0.01%	710
2021 Q4	$550K	Buy	+29,936	New	+$494K	﹤0.01%	754

Other funds holding MRBK

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $812M AUM 13.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management's MRBK Position: Q3 2026 in Review

LSV Asset Management reduced its Meridian (MRBK) stake by 3.6% in Q3 2026, selling an estimated $47.3K and leaving 64,856 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #647.

LSV Asset Management first reported a position in MRBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2026. 37 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

LSV Asset Management held 64,856 shares of Meridian worth $1.22M as of Q3 2026.
LSV Asset Management sold 2,400 Meridian shares in Q3 2026, an estimated $47.3K.
Meridian made up ﹤0.01% of LSV Asset Management's portfolio in Q3 2026, its #647 holding.
LSV Asset Management first reported a position in Meridian in Q4 2021 and has held it in 20 quarters since.
LSV Asset Management's Meridian position peaked at $1.35M in Q2 2026.
37 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on LSV Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.