UBS Group
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UBS Group’s Meridian MRBK Stock Holding History

UBS Group’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
Q1 		$149K Sell
7,837
-13,279
-63% -$252K ﹤0.01% 6794
2025
Q4 		$371K Buy
21,116
+4,757
+29% +$74.3K ﹤0.01% 6252
2025
Q3 		$258K Buy
16,359
+6,235
+62% +$93.5K ﹤0.01% 6519
2025
Q2 		$130K Sell
10,124
-1,632
-14% -$21.6K ﹤0.01% 7020
2025
Q1 		$169K Buy
11,756
+6,369
+118% +$97K ﹤0.01% 6652
2024
Q4 		$73.9K Buy
5,387
+125
+2% +$1.79K ﹤0.01% 7057
2024
Q3 		$66.5K Buy
5,262
+135
+3% +$1.54K ﹤0.01% 6635
2024
Q2 		$53.9K Sell
5,127
-569
-10% -$5.44K ﹤0.01% 6635
2024
Q1 		$56.5K Sell
5,696
-553
-9% -$6.11K ﹤0.01% 6460
2023
Q4 		$86.9K Buy
6,249
+1,249
+25% +$14.5K ﹤0.01% 6251
2023
Q3 		$49K Hold
5,000
– – ﹤0.01% 6299
2023
Q2 		$49K Sell
5,000
-349
-7% -$3.53K ﹤0.01% 6491
2023
Q1 		$67.4K Sell
5,349
-2,385
-31% -$36.4K ﹤0.01% 6212
2022
Q4 		$117K Buy
7,734
+1,190
+18% +$18.9K ﹤0.01% 5951
2022
Q3 		$96K Buy
6,544
+170
+3% +$2.53K ﹤0.01% 5746
2022
Q2 		$97K Buy
6,374
+412
+7% +$6.41K ﹤0.01% 5457
2022
Q1 		$95K Buy
5,962
+962
+19% +$17K ﹤0.01% 5968
2021
Q4 		$92K Sell
5,000
-500
-9% -$8.25K ﹤0.01% 6384
2021
Q3 		$79K Sell
5,500
-2,348
-30% -$31.8K ﹤0.01% 5997
2021
Q2 		$103K Sell
7,848
-252
-3% -$3.31K ﹤0.01% 5855
2021
Q1 		$105K Buy
8,100
+356
+5% +$4.18K ﹤0.01% 5929
2020
Q4 		$81K Sell
7,744
-16
-0.2% -$152 ﹤0.01% 5827
2020
Q3 		$62K Sell
7,760
-1,602
-17% -$12K ﹤0.01% 5488
2020
Q2 		$75K Buy
9,362
+2,820
+43% +$21.4K ﹤0.01% 5529
2020
Q1 		$45K Buy
6,542
+1,542
+31% +$14.2K ﹤0.01% 5913
2019
Q4 		$50K Sell
5,000
-232
-4% -$2.15K ﹤0.01% 6351
2019
Q3 		$46K Sell
5,232
-5,112
-49% -$44.8K ﹤0.01% 6246
2019
Q2 		$87K Buy
10,344
+954
+10% +$8.27K ﹤0.01% 5473
2019
Q1 		$85K Sell
9,390
-392
-4% -$3.42K ﹤0.01% 5188
2018
Q4 		$84K Buy
9,782
+2,184
+29% +$18.5K ﹤0.01% 5679
2018
Q3 		$65K Buy
7,598
+182
+2% +$1.59K ﹤0.01% 5954
2018
Q2 		$67K Sell
7,416
-1,286
-15% -$11.4K ﹤0.01% 5762
2018
Q1 		$75K Buy
8,702
+7,340
+539% +$67.3K ﹤0.01% 5419
2017
Q4 		$14K Buy
+1,362
New +$12.8K ﹤0.01% 6809

Other funds holding MRBK

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's MRBK Position: Q1 2026 in Review

UBS Group reduced its Meridian (MRBK) stake by 63% in Q1 2026, selling an estimated $252K and leaving 7,837 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #6794.

UBS Group first reported a position in MRBK in Q4 2017 and has held it in 34 quarters since. The position peaked at $371K in Q4 2025. 93 funds tracked by Wall St. Rank hold MRBK as of Q1 2026.

  • UBS Group held 7,837 shares of Meridian worth $149K as of Q1 2026.
  • UBS Group sold 13,279 Meridian shares in Q1 2026, an estimated $252K.
  • Meridian made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6794 holding.
  • UBS Group first reported a position in Meridian in Q4 2017 and has held it in 34 quarters since.
  • UBS Group's Meridian position peaked at $371K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Meridian as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.