Susquehanna Fundamental Investments’s Meridian MRBK Stock Holding History

Susquehanna Fundamental Investments’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
2023 Q3	–	Sell	-14,934	Closed	-$146K	–	509
2023 Q2	$146K	Sell	14,934 -16,951	-53%	-$171K	0.01%	593
2023 Q1	$402K	Sell	31,885 -4,475	-12%	-$68.3K	0.01%	728
2022 Q4	$551K	Sell	36,360 -1,840	-5%	-$29.2K	0.01%	841
2022 Q3	$557K	Buy	+38,200	New	+$568K	0.01%	984
2022 Q1	$728K	Hold	45,400	–	–	0.01%	947
2021 Q4	$835K	Hold	45,400	–	–	0.02%	720
2021 Q3	$651K	Hold	45,400	–	–	0.01%	1077
2021 Q2	$596K	Buy	+45,400	New	+$597K	0.01%	1087

Other funds holding MRBK

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Susquehanna Fundamental Investments's MRBK Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Meridian (MRBK) in Q3 2023, closing a stake of 14,934 shares — an estimated $146K sold.

Susquehanna Fundamental Investments first reported a position in MRBK in Q2 2021 and held it in 8 quarters. The position peaked at $835K in Q4 2021. 43 funds tracked by Wall St. Rank hold MRBK as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining Meridian position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 14,934 Meridian shares in Q3 2023, an estimated $146K.
Susquehanna Fundamental Investments first reported a position in Meridian in Q2 2021 and held it in 8 quarters.
Susquehanna Fundamental Investments's Meridian position peaked at $835K in Q4 2021.
43 funds tracked by Wall St. Rank held Meridian as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.