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Meridian Wealth Partners’s Meridian MRBK Stock Holding History

Meridian Wealth Partners’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 		$1.34M Buy
66,850
+11
+0% +$209 0.16% 39
2026
Q1 		$1.27M Hold
66,839
– – 0.17% 37
2025
Q4 		$1.18M Sell
66,839
-5,391
-7% -$84.2K 0.16% 38
2025
Q3 		$1.14M Sell
72,230
-67,496
-48% -$1.01M 0.16% 41
2025
Q2 		$1.8M Buy
139,726
+19,346
+16% +$256K 0.26% 33
2025
Q1 		$1.73M Sell
120,380
-23,454
-16% -$357K 0.28% 32
2024
Q4 		$1.97M Sell
143,834
-142
-0.1% -$2.03K 0.3% 31
2024
Q3 		$1.82M Sell
143,976
-62,867
-30% -$716K 0.28% 31
2024
Q2 		$2.18M Sell
206,843
-7,724
-4% -$73.8K 0.38% 27
2024
Q1 		$2.13M Buy
214,567
+24,312
+13% +$269K 0.38% 27
2023
Q4 		$2.64M Sell
190,255
-1,114
-0.6% -$12.9K 0.5% 24
2023
Q3 		$1.87M Buy
191,369
+20,138
+12% +$227K 0.39% 23
2023
Q2 		$1.68M Buy
171,231
+9,109
+6% +$92.1K 0.34% 24
2023
Q1 		$2.04M Sell
162,122
-7,596
-4% -$116K 0.44% 22
2022
Q4 		$2.57M Buy
169,718
+766
+0.5% +$12.1K 0.59% 20
2022
Q3 		$2.46M Buy
168,952
+17,394
+11% +$258K 0.62% 20
2022
Q2 		$2.3M Buy
151,558
+12,446
+9% +$194K 0.55% 22
2022
Q1 		$2.23M Buy
139,112
+248
+0.2% +$4.39K 0.47% 24
2021
Q4 		$2.55M Sell
138,864
-1,958
-1% -$32.3K 0.51% 22
2021
Q3 		$2.02M Buy
140,822
+5,086
+4% +$69K 0.44% 23
2021
Q2 		$1.78M Buy
135,736
+340
+0.3% +$4.47K 0.42% 22
2021
Q1 		$1.76M Buy
135,396
+16,130
+14% +$190K 0.53% 20
2020
Q4 		$1.24M Buy
119,266
+50
+0% +$476 0.51% 17
2020
Q3 		$961K Buy
119,216
+868
+0.7% +$6.49K 0.48% 19
2020
Q2 		$938K Buy
118,348
+1,300
+1% +$9.88K 0.5% 20
2020
Q1 		$801K Buy
117,048
+3,200
+3% +$29.5K 0.48% 21
2019
Q4 		$1.15M Buy
+113,848
New +$1.06M 0.72% 18

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

Meridian Wealth Partners's MRBK Position: Q2 2026 in Review

Meridian Wealth Partners increased its Meridian (MRBK) stake by 0.02% in Q2 2026, buying an estimated $209 and bringing the position to 66,850 shares worth $1.34M. The position accounts for 0.16% of the portfolio, ranked #39.

Meridian Wealth Partners first reported a position in MRBK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.64M in Q4 2023. 102 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Meridian Wealth Partners held 66,850 shares of Meridian worth $1.34M as of Q2 2026.
  • Meridian Wealth Partners bought 11 Meridian shares in Q2 2026, an estimated $209.
  • Meridian made up 0.16% of Meridian Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Meridian Wealth Partners first reported a position in Meridian in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's Meridian position peaked at $2.64M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.