True Wealth Design
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
Q3 		$415 Buy
22
+10
+83% +$197 ﹤0.01% 2186
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

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's MRBK Position: Q3 2026 in Review

True Wealth Design increased its Meridian (MRBK) stake by 83% in Q3 2026, buying an estimated $197 and bringing the position to 22 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

True Wealth Design first reported a position in MRBK in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold MRBK as of Q3 2026.

  • True Wealth Design held 22 shares of Meridian worth $415 as of Q3 2026.
  • True Wealth Design bought 10 Meridian shares in Q3 2026, an estimated $197.
  • Meridian made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2186 holding.
  • True Wealth Design first reported a position in Meridian in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Meridian as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.