Raymond James Financial
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Raymond James Financial’s Meridian MRBK Stock Holding History

Raymond James Financial’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
-700
Closed -$9.02K – 6047
2025
Q2 		$9.02K Buy
+700
New +$9.26K ﹤0.01% 5962

Other funds holding MRBK

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SVBP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Raymond James Financial's MRBK Position: Q3 2025 in Review

Raymond James Financial sold out of Meridian (MRBK) in Q3 2025, closing a stake of 700 shares — an estimated $9.02K sold.

Raymond James Financial first reported a position in MRBK in Q2 2025 and held it in 1 quarter. The position peaked at $9.02K in Q2 2025. 83 funds tracked by Wall St. Rank hold MRBK as of Q3 2025.

  • Raymond James Financial reported no remaining Meridian position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 700 Meridian shares in Q3 2025, an estimated $9.02K.
  • Raymond James Financial first reported a position in Meridian in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Meridian position peaked at $9.02K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Meridian as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.