PU
MRBK icon

Petiole USA’s Meridian MRBK Stock Holding History

Petiole USA’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
Q1 		– Sell
-80,741
Closed -$1.12M – 39
2023
Q4 		$1.12M Sell
80,741
-175,425
-68% -$2.04M 0.83% 38
2023
Q3 		$2.51M Hold
256,166
– – 2.3% 21
2023
Q2 		$2.51M Hold
256,166
– – 2.46% 20
2023
Q1 		$3.23M Hold
256,166
– – 2.7% 14
2022
Q4 		$3.88M Sell
256,166
-93,834
-27% -$1.49M 2.84% 17
2022
Q3 		$5.11M Hold
350,000
– – 3.8% 6
2022
Q2 		$5.3M Hold
350,000
– – 4.63% 3
2022
Q1 		$5.62M Hold
350,000
– – 4.35% 5
2021
Q4 		$6.43M Buy
+350,000
New +$5.78M 4.62% 4

Other funds holding MRBK

FL
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Petiole USA's MRBK Position: Q1 2024 in Review

Petiole USA sold out of Meridian (MRBK) in Q1 2024, closing a stake of 80,741 shares — an estimated $1.12M sold.

Petiole USA first reported a position in MRBK in Q4 2021 and held it in 9 quarters. The position peaked at $6.43M in Q4 2021. 41 funds tracked by Wall St. Rank hold MRBK as of Q1 2024.

  • Petiole USA reported no remaining Meridian position as of Q1 2024 after selling out during the quarter.
  • Petiole USA sold 80,741 Meridian shares in Q1 2024, an estimated $1.12M.
  • Petiole USA first reported a position in Meridian in Q4 2021 and held it in 9 quarters.
  • Petiole USA's Meridian position peaked at $6.43M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Meridian as of Q1 2024.

Based on Petiole USA's 13F filing for Q1 2024, filed 14 May 2024.