Northeast Financial Consultants’s Meridian MRBK Stock Holding History

Northeast Financial Consultants’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
2024 Q4	–	Sell	-10,000	Closed	-$126K	–	298
2024 Q3	$126K	Sell	10,000 -5,000	-33%	-$57K	0.01%	283
2024 Q2	$158K	Sell	15,000 -13,334	-47%	-$127K	0.01%	262
2024 Q1	$281K	Sell	28,334 -5,000	-15%	-$55.3K	0.01%	244
2023 Q4	$463K	Hold	33,334	–	–	0.03%	193
2023 Q3	$327K	Hold	33,334	–	–	0.02%	219
2023 Q2	$327K	Hold	33,334	–	–	0.02%	221
2023 Q1	$420K	Hold	33,334	–	–	0.03%	211
2022 Q4	$505K	Hold	33,334	–	–	0.03%	184
2022 Q3	$486K	Hold	33,334	–	–	0.04%	194
2022 Q2	$505K	Hold	33,334	–	–	0.04%	191
2022 Q1	$535K	Hold	33,334	–	–	0.03%	221
2021 Q4	$613K	Hold	33,334	–	–	0.04%	198
2021 Q3	$479K	Hold	33,334	–	–	0.03%	232
2021 Q2	$438K	Hold	33,334	–	–	0.03%	235
2021 Q1	$433K	Buy	33,334 +13,334	+67%	+$157K	0.03%	223
2020 Q4	$208K	Hold	20,000	–	–	0.02%	303
2020 Q3	$161K	Buy	+20,000	New	+$150K	0.01%	287

Other funds holding MRBK

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

ACM

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

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

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

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

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Northeast Financial Consultants's MRBK Position: Q4 2024 in Review

Northeast Financial Consultants sold out of Meridian (MRBK) in Q4 2024, closing a stake of 10,000 shares — an estimated $126K sold.

Northeast Financial Consultants first reported a position in MRBK in Q3 2020 and held it in 17 quarters. The position peaked at $613K in Q4 2021. 51 funds tracked by Wall St. Rank hold MRBK as of Q4 2024.

Northeast Financial Consultants reported no remaining Meridian position as of Q4 2024 after selling out during the quarter.
Northeast Financial Consultants sold 10,000 Meridian shares in Q4 2024, an estimated $126K.
Northeast Financial Consultants first reported a position in Meridian in Q3 2020 and held it in 17 quarters.
Northeast Financial Consultants's Meridian position peaked at $613K in Q4 2021.
51 funds tracked by Wall St. Rank held Meridian as of Q4 2024.

Based on Northeast Financial Consultants's 13F filing for Q4 2024, filed 14 Feb 2025.