SBI Securities’s Meridian MRBK Stock Holding History

SBI Securities’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 Q4	–	Sell	-1	Closed	-$16	–	4150
2025 Q3	$16	Hold	1	–	–	﹤0.01%	3951
2025 Q2	$13	Hold	1	–	–	﹤0.01%	3974
2025 Q1	$14	Hold	1	–	–	﹤0.01%	3921
2024 Q4	$14	Buy	+1	New	+$14	﹤0.01%	3890

Other funds holding MRBK

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's MRBK Position: Q4 2025 in Review

SBI Securities sold out of Meridian (MRBK) in Q4 2025, closing a stake of 1 share — an estimated $16 sold.

SBI Securities first reported a position in MRBK in Q4 2024 and held it in 4 quarters. The position peaked at $16 in Q3 2025. 88 funds tracked by Wall St. Rank hold MRBK as of Q4 2025.

SBI Securities reported no remaining Meridian position as of Q4 2025 after selling out during the quarter.
SBI Securities sold 1 Meridian share in Q4 2025, an estimated $16.
SBI Securities first reported a position in Meridian in Q4 2024 and held it in 4 quarters.
SBI Securities's Meridian position peaked at $16 in Q3 2025.
88 funds tracked by Wall St. Rank held Meridian as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.