MCM
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MAI Capital Management’s Meridian MRBK Stock Holding History

MAI Capital 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
Q2 		– Sell
-56
Closed -$1.06K – 3698
2026
Q1 		$1.06K Buy
56
+45
+409% +$855 ﹤0.01% 4157
2025
Q4 		$194 Buy
+11
New +$172 ﹤0.01% 4052

Other funds holding MRBK

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SVBP
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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

MAI Capital Management's MRBK Position: Q2 2026 in Review

MAI Capital Management sold out of Meridian (MRBK) in Q2 2026, closing a stake of 56 shares — an estimated $1.06K sold.

MAI Capital Management first reported a position in MRBK in Q4 2025 and held it in 2 quarters. The position peaked at $1.06K in Q1 2026. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • MAI Capital Management reported no remaining Meridian position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 56 Meridian shares in Q2 2026, an estimated $1.06K.
  • MAI Capital Management first reported a position in Meridian in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Meridian position peaked at $1.06K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.