Meridian Corp - MRBK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 690,544 | 13,831 | 0.0% | 0.0% | 1 | +132,012 | 23.64% | Q2 2026 | Aug 07, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 651,298 | 13,045 | 9.13% | 6.64% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourthstone LLC | History | Reduced | 538,390 | 10,783 | 7.68% | 3.78% | 3 | -636,911 | -54.19% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 497,805 | 9,971 | 0.0% | 0.0% | 4 | +63,803 | 14.7% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 437,696 | 8,767 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 434,281 | 8,698 | 0.0% | 0.0% | 6 | -52,561 | -10.8% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | Added to | 382,533 | 7,662 | 1.27% | 1.3% | 7 | +13,200 | 3.57% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 313,468 | 6,274 | 0.01% | 0.01% | 8 | +62,531 | 24.92% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 280,264 | 5,615 | 0.0% | 0.0% | 9 | +67,202 | 31.54% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 258,339 | 5,174 | 0.0% | 0.0% | 10 | +65,657 | 34.08% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 217,353 | 4,353 | 0.0% | 0.0% | 11 | +164,682 | 312.66% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 191,059 | 3,826 | 0.0% | 0.0% | 12 | +80,110 | 72.2% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 186,047 | 3,726 | 0.0% | 0.0% | 13 | +53,867 | 40.75% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Added to | 179,173 | 3,588 | 0.0% | 0.0% | 14 | +10,310 | 6.11% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 176,606 | 3,537 | 0.0% | 0.0% | 15 | +10,167 | 6.11% | Q2 2026 | Aug 13, 2026 |
| Wick Capital Partners, LLC | History | No change | 144,516 | 2,894 | 0.44% | 0.5% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 129,471 | 2,593 | 0.0% | 0.01% | 17 | -8,560 | -6.2% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | Added to | 99,196 | 1,986 | 0.01% | 0.01% | 18 | +9,729 | 10.87% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 87,067 | 1,743 | 0.0% | 0.0% | 19 | +20,529 | 30.85% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 86,641 | 1,735 | 0.01% | — | 20 | +86,641 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 85,558 | 1,713 | 0.0% | 0.0% | 21 | +20,510 | 31.53% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 85,196 | 1,706 | 0.0% | 0.0% | 22 | +22,530 | 35.95% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 81,640 | 1,635 | 0.0% | 0.0% | 23 | +38,969 | 91.32% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 81,067 | 1,623 | 0.0% | 0.0% | 24 | +2,632 | 3.36% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 79,285 | 1,588 | 0.02% | 0.02% | 25 | -105 | -0.13% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 75,804 | 1,518 | 0.0% | 0.0% | 26 | +9,255 | 13.91% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 67,256 | 1,347 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 66,850 | 1,339 | 0.16% | 0.17% | 28 | +11 | 0.02% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 64,257 | 1,287 | 0.0% | 0.0% | 29 | +32,739 | 103.87% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 63,547 | 1,272 | 0.0% | 0.0% | 30 | +3,674 | 6.14% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 61,203 | 1,225 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 59,366 | 1,189 | 0.19% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 54,421 | 1,090 | 0.58% | 0.63% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 52,447 | 1,050 | 0.0% | 0.0% | 34 | -14,933 | -22.16% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 47,294 | 947 | 0.0% | — | 35 | +47,294 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 42,699 | 855 | 0.0% | 0.0% | 36 | +3,726 | 9.56% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 40,428 | 809 | 0.0% | 0.0% | 37 | +16,723 | 70.55% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 36,549 | 732 | 0.0% | 0.0% | 38 | -292 | -0.79% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,176 | 684 | 0.0% | 0.0% | 39 | +14,995 | 78.18% | Q2 2026 | Sep 02, 2026 |
| XTX Topco Ltd | History | New | 34,105 | 683 | 0.01% | — | 40 | +34,105 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 34,042 | 681 | 0.0% | — | 41 | +34,042 | New | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 32,960 | 660 | 0.01% | 0.02% | 42 | -19,030 | -36.6% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 32,568 | 652 | 0.01% | — | 43 | +32,568 | New | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 27,600 | 552 | 0.0% | 0.0% | 44 | +3,881 | 16.36% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 26,335 | 527 | 0.0% | 0.0% | 45 | +22,467 | 580.84% | Q2 2026 | Aug 12, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Reduced | 26,216 | 525 | 0.19% | 0.2% | 46 | -506 | -1.89% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 25,609 | 514 | 0.0% | 0.0% | 47 | +3,718 | 16.98% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | No change | 25,000 | 500 | 0.02% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Man Group plc | History | Added to | 23,247 | 465 | 0.0% | 0.0% | 49 | +4,125 | 21.57% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Reduced | 22,281 | 446 | 0.0% | 0.01% | 50 | -219 | -0.97% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 17,526 | 351 | 0.0% | 0.0% | 51 | +2,089 | 13.53% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 16,951 | 339 | 0.0% | 0.0% | 52 | -208 | -1.21% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 15,413 | 308 | 0.0% | 0.02% | 53 | -39,937 | -72.15% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 14,670 | 293 | 0.02% | 0.02% | 54 | -4,809 | -24.69% | Q2 2026 | Aug 13, 2026 |
| Borer Denton & Associates, Inc. | History | New | 13,629 | 272 | 0.09% | — | 55 | +13,629 | New | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Added to | 13,319 | 266 | 0.0% | 0.0% | 56 | +5,482 | 69.95% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 13,090 | 262 | 0.0% | — | 57 | +13,090 | New | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 12,954 | 259 | 0.0% | 0.0% | 58 | +429 | 3.43% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 12,730 | 254 | 0.0% | — | 59 | +12,730 | New | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 11,996 | 240 | 0.0% | 0.0% | 60 | +436 | 3.77% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 11,812 | 236 | 0.01% | 0.01% | 61 | +170 | 1.46% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,769 | 235 | 0.0% | — | 62 | +11,769 | New | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Reduced | 11,216 | 224 | 0.1% | 0.11% | 63 | -506 | -4.32% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 11,011 | 220 | 0.0% | — | 64 | +11,011 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 10,039 | 201 | 0.0% | — | 65 | +10,039 | New | Q2 2026 | Aug 10, 2026 |
| Strid Group, LLC | History | No change | 10,000 | 200 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,497 | 190 | 0.0% | 0.0% | 67 | +2,371 | 33.27% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,471 | 189 | 0.0% | 0.0% | 68 | +5,426 | 134.14% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,096 | 162 | 0.0% | 0.0% | 69 | +4,637 | 134.06% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,663 | 133 | 0.0% | 0.0% | 70 | +1,475 | 28.43% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,580 | 111 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,555 | 91 | 0.0% | 0.0% | 72 | -22,743 | -83.31% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 4,475 | 89 | 0.0% | 0.0% | 73 | +4,035 | 917.05% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,482 | 89 | 0.0% | 0.0% | 74 | -15 | -0.33% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 4,317 | 86 | 0.0% | 0.0% | 75 | -3,703 | -46.17% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 72 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,326 | 66 | 0.0% | 0.0% | 77 | +1,342 | 67.64% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 3,200 | 64 | 0.0% | 0.0% | 78 | +600 | 23.08% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 2,126 | 43 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,114 | 42 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 1,953 | 37 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,173 | 23 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legal & General Group Plc | History | Added to | 1,064 | 21 | 0.0% | 0.0% | 83 | +249 | 30.55% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 926 | 18 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 782 | 15 | 0.0% | 0.0% | 85 | -584 | -42.75% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 653 | 13 | 0.0% | 0.0% | 86 | +90 | 15.99% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 482 | 9 | 0.0% | — | 87 | +434 | 904.17% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 395 | 7 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GAMMA Investing LLC | History | Added to | 297 | 5 | 0.0% | 0.0% | 89 | +101 | 51.53% | Q2 2026 | Jul 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 196 | 3 | 0.0% | 0.0% | 90 | -66 | -25.19% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 181 | 3 | 0.0% | 0.0% | 91 | +43 | 31.16% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 130 | 2 | 0.0% | 0.0% | 93 | -370 | -74.0% | Q2 2026 | Aug 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 105 | 2 | 0.0% | — | 95 | +105 | New | Q2 2026 | Jul 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 116 | 2 | 0.0% | — | 92 | +70 | 152.17% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 140 | 2 | 0.0% | 0.0% | 94 | +50 | 55.56% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 81 | 1 | 0.0% | — | 97 | +81 | New | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 63 | 1 | 0.0% | — | 96 | +63 | New | Q2 2026 | Aug 06, 2026 |
| Ategra Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.25% | — | -239,210 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,200 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,121 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 14 | 0 | — | 0.0% | — | -17 | -54.84% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 10 | 0 | — | — | — | -6 | -37.5% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q2 2026 | Jul 22, 2026 |