NewEdge Advisors’s Meridian MRBK Stock Holding History

NewEdge Advisors’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
2025 Q3	–	Sell	-373	Closed	-$4.81K	–	4193
2025 Q2	$4.81K	Sell	373 -14,144	-97%	-$187K	﹤0.01%	3419
2025 Q1	$209K	Buy	+14,517	New	+$221K	﹤0.01%	2078

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NewEdge Advisors's MRBK Position: Q3 2025 in Review

NewEdge Advisors sold out of Meridian (MRBK) in Q3 2025, closing a stake of 373 shares — an estimated $4.81K sold.

NewEdge Advisors first reported a position in MRBK in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2025. 83 funds tracked by Wall St. Rank hold MRBK as of Q3 2025.

NewEdge Advisors reported no remaining Meridian position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 373 Meridian shares in Q3 2025, an estimated $4.81K.
NewEdge Advisors first reported a position in Meridian in Q1 2025 and held it in 2 quarters.
NewEdge Advisors's Meridian position peaked at $209K in Q1 2025.
83 funds tracked by Wall St. Rank held Meridian as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.