Y-Intercept (HK)’s Meridian MRBK Stock Holding History

Y-Intercept (HK)’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 Q1	–	Sell	-10,143	Closed	-$139K	–	1465
2024 Q4	$139K	Buy	+10,143	New	+$145K	0.01%	1083

Other funds holding MRBK

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

Y-Intercept (HK)'s MRBK Position: Q1 2025 in Review

Y-Intercept (HK) sold out of Meridian (MRBK) in Q1 2025, closing a stake of 10,143 shares — an estimated $139K sold.

Y-Intercept (HK) first reported a position in MRBK in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 60 funds tracked by Wall St. Rank hold MRBK as of Q1 2025.

Y-Intercept (HK) reported no remaining Meridian position as of Q1 2025 after selling out during the quarter.
Y-Intercept (HK) sold 10,143 Meridian shares in Q1 2025, an estimated $139K.
Y-Intercept (HK) first reported a position in Meridian in Q4 2024 and held it in 1 quarter.
Y-Intercept (HK)'s Meridian position peaked at $139K in Q4 2024.
60 funds tracked by Wall St. Rank held Meridian as of Q1 2025.

Based on Y-Intercept (HK)'s 13F filing for Q1 2025, filed 6 May 2025.