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MRBK icon

True Wealth Design’s Meridian MRBK Stock Holding History

True Wealth Design’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 		$241 Sell
12
-3
-20% -$57 ﹤0.01% 2407
2026
Q1 		$285 Buy
15
+1
+7% +$19 ﹤0.01% 2239
2025
Q4 		$247 Sell
14
-5
-26% -$78 ﹤0.01% 2175
2025
Q3 		$301 Buy
+19
New +$285 ﹤0.01% 2185

Other funds holding MRBK

SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's MRBK Position: Q2 2026 in Review

True Wealth Design reduced its Meridian (MRBK) stake by 20% in Q2 2026, selling an estimated $57 and leaving 12 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

True Wealth Design first reported a position in MRBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $301 in Q3 2025. 7 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • True Wealth Design held 12 shares of Meridian worth $241 as of Q2 2026.
  • True Wealth Design sold 3 Meridian shares in Q2 2026, an estimated $57.
  • Meridian made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2407 holding.
  • True Wealth Design first reported a position in Meridian in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Meridian position peaked at $301 in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.