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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
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

FL
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's MRBK Position: Q1 2026 in Review

Meridian Wealth Partners held its Meridian (MRBK) position steady in Q1 2026 at 66,839 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #37.

Meridian Wealth Partners first reported a position in MRBK in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.64M in Q4 2023. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

  • Meridian Wealth Partners held 66,839 shares of Meridian worth $1.27M as of Q1 2026.
  • Meridian Wealth Partners left its Meridian share count unchanged in Q1 2026.
  • Meridian made up 0.17% of Meridian Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Meridian Wealth Partners first reported a position in Meridian in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Meridian position peaked at $2.64M in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.