Root Financial Partners
MRBK icon

Root Financial Partners’s Meridian MRBK Stock Holding History

Root Financial 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
Q3 		$1.15K Buy
+61
New +$1.2K ﹤0.01% 2886

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Farther Finance Advisors
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Essential Partners
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True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners's MRBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Meridian (MRBK) in Q3 2026: 61 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #2886 among its holdings.

10 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

  • Root Financial Partners held 61 shares of Meridian worth $1.15K as of Q3 2026.
  • Meridian was a new Root Financial Partners position in Q3 2026.
  • Meridian made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2886 holding.
  • 10 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.