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 Q2	$1.74M	Buy	87,067 +20,529	+31%	+$389K	﹤0.01%	1929
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

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

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall Wace's MRBK Position: Q2 2026 in Review

Marshall Wace increased its Meridian (MRBK) stake by 31% in Q2 2026, buying an estimated $389K and bringing the position to 87,067 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Marshall Wace first reported a position in MRBK in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2025. 103 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

Marshall Wace held 87,067 shares of Meridian worth $1.74M as of Q2 2026.
Marshall Wace bought 20,529 Meridian shares in Q2 2026, an estimated $389K.
Meridian made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1929 holding.
Marshall Wace first reported a position in Meridian in Q2 2021 and has held it in 7 quarters since.
Marshall Wace's Meridian position peaked at $2.05M in Q4 2025.
103 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.