Marshall Wace’s Meridian MRBK Stock Holding History

Marshall Wace’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	$1.26M	Sell	66,538 -50,034	-43%	-$950K	﹤0.01%	2021
2025 Q4	$2.05M	Buy	116,572 +10,574	+10%	+$165K	﹤0.01%	1571
2025 Q3	$1.67M	Buy	105,998 +5,199	+5%	+$78K	﹤0.01%	1704
2025 Q2	$1.3M	Sell	100,799 -10,751	-10%	-$142K	﹤0.01%	1748
2025 Q1	$1.61M	Buy	+111,550	New	+$1.7M	﹤0.01%	1562
2021 Q3	–	Sell	-22,896	Closed	-$301K	–	3272
2021 Q2	$301K	Buy	+22,896	New	+$301K	﹤0.01%	2318

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

Marshall Wace's MRBK Position: Q1 2026 in Review

Marshall Wace reduced its Meridian (MRBK) stake by 43% in Q1 2026, selling an estimated $950K and leaving 66,538 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Marshall Wace first reported a position in MRBK in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

Marshall Wace held 66,538 shares of Meridian worth $1.26M as of Q1 2026.
Marshall Wace sold 50,034 Meridian shares in Q1 2026, an estimated $950K.
Meridian made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2021 holding.
Marshall Wace first reported a position in Meridian in Q2 2021 and has held it in 6 quarters since.
Marshall Wace's Meridian position peaked at $2.05M in Q4 2025.
93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.