Wealth Enhancement Advisory Services
MRBK icon

Wealth Enhancement Advisory Services’s Meridian MRBK Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-59,467
Closed -$830K – 3652
2025
Q2 		$830K Hold
59,467
– – ﹤0.01% 1864
2025
Q1 		$856K Sell
59,467
-1,900
-3% -$28.9K ﹤0.01% 1685
2024
Q4 		$841K Buy
61,367
+1,800
+3% +$25.7K ﹤0.01% 1638
2024
Q3 		$753K Buy
59,567
+200
+0.3% +$2.28K ﹤0.01% 1569
2024
Q2 		$625K Hold
59,367
– – ﹤0.01% 1503
2024
Q1 		$589K Hold
59,367
– – ﹤0.01% 1483
2023
Q4 		$825K Hold
59,367
– – ﹤0.01% 1246
2023
Q3 		$581K Buy
+59,367
New +$669K ﹤0.01% 1347

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealth Enhancement Advisory Services's MRBK Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Meridian (MRBK) in Q3 2025, closing a stake of 59,467 shares — an estimated $830K sold.

Wealth Enhancement Advisory Services first reported a position in MRBK in Q3 2023 and held it in 8 quarters. The position peaked at $856K in Q1 2025. 83 funds tracked by Wall St. Rank hold MRBK as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Meridian position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 59,467 Meridian shares in Q3 2025, an estimated $830K.
  • Wealth Enhancement Advisory Services first reported a position in Meridian in Q3 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's Meridian position peaked at $856K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Meridian as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.