Wescott Financial Advisory Group’s Meridian MRBK Stock Holding History

Wescott Financial Advisory 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
2022 Q2	–	Sell	-22,018	Closed	-$353K	–	137
2022 Q1	$353K	Sell	22,018 -1,600	-7%	-$28.3K	0.09%	97
2021 Q4	$434K	Sell	23,618 -3,180	-12%	-$52.5K	0.22%	45
2021 Q3	$384K	Hold	26,798	–	–	0.22%	45
2021 Q2	$348K	Hold	26,798	–	–	0.21%	48
2021 Q1	$348K	Hold	26,798	–	–	0.23%	43
2020 Q4	$279K	Buy	+26,798	New	+$255K	0.2%	46

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

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

ROC

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

Wescott Financial Advisory Group's MRBK Position: Q2 2022 in Review

Wescott Financial Advisory Group sold out of Meridian (MRBK) in Q2 2022, closing a stake of 22,018 shares — an estimated $353K sold.

Wescott Financial Advisory Group first reported a position in MRBK in Q4 2020 and held it in 6 quarters. The position peaked at $434K in Q4 2021. 40 funds tracked by Wall St. Rank hold MRBK as of Q2 2022.

Wescott Financial Advisory Group reported no remaining Meridian position as of Q2 2022 after selling out during the quarter.
Wescott Financial Advisory Group sold 22,018 Meridian shares in Q2 2022, an estimated $353K.
Wescott Financial Advisory Group first reported a position in Meridian in Q4 2020 and held it in 6 quarters.
Wescott Financial Advisory Group's Meridian position peaked at $434K in Q4 2021.
40 funds tracked by Wall St. Rank held Meridian as of Q2 2022.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2022, filed 28 Jul 2022.