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Rothschild Investment LLC’s Meridian MRBK Stock Holding History

Rothschild Investment LLC’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
Q2 		$1.26K Buy
+63
New +$1.19K ﹤0.01% 2966

Other funds holding MRBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
BDA
Borer Denton & Associates Blue Bell, Pennsylvania $305M AUM 10.43% 1-Year Est. Return

Rothschild Investment LLC's MRBK Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Meridian (MRBK) in Q2 2026: 63 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #2966 among its holdings.

29 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Rothschild Investment LLC held 63 shares of Meridian worth $1.26K as of Q2 2026.
  • Meridian was a new Rothschild Investment LLC position in Q2 2026.
  • Meridian made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2966 holding.
  • 29 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.