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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | History | Added to | 1,175,301 | 22,283 | 3.78% | 3.69% | 1 | +53,526 | 4.77% | Q1 2026 | May 15, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 651,298 | 12,348 | 6.64% | 7.84% | 2 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 558,532 | 10,589 | 0.0% | 0.0% | 3 | +15,902 | 2.93% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 584,072 | 10,267 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 486,842 | 9,230 | 0.0% | — | 5 | +486,842 | New | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 437,696 | 8,298 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 434,002 | 8,228 | 0.0% | 0.0% | 7 | +38,719 | 9.8% | Q1 2026 | May 07, 2026 |
| BANC FUNDS CO LLC | History | Added to | 369,333 | 7,002 | 1.3% | 1.12% | 8 | +48,414 | 15.09% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 250,937 | 4,755 | 0.01% | 0.01% | 9 | +35,655 | 16.56% | Q1 2026 | May 13, 2026 |
| Ategra Capital Management, LLC | History | Reduced | 239,210 | 4,535 | 2.25% | 2.95% | 10 | -113,059 | -32.09% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 213,062 | 4,040 | 0.0% | 0.0% | 11 | -55 | -0.03% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 192,682 | 3,653 | 0.0% | 0.0% | 12 | +56,828 | 41.83% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 168,863 | 3,201 | 0.0% | 0.0% | 13 | +39,801 | 30.84% | Q1 2026 | Apr 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 166,439 | 3,155 | 0.0% | 0.0% | 14 | -12,625 | -7.05% | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 144,516 | 2,740 | 0.5% | 0.46% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 138,031 | 2,617 | 0.01% | 0.01% | 16 | -1,370 | -0.98% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 132,180 | 2,506 | 0.0% | 0.0% | 17 | +27,090 | 25.78% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 110,949 | 2,103 | 0.0% | 0.0% | 18 | +10,475 | 10.43% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 89,467 | 1,696 | 0.01% | 0.01% | 19 | -3,070 | -3.32% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 79,390 | 1,505 | 0.02% | 0.03% | 20 | -47,034 | -37.2% | Q1 2026 | May 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 78,435 | 1,487 | 0.0% | 0.0% | 21 | +14,691 | 23.05% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 67,380 | 1,277 | 0.0% | 0.0% | 22 | +1,481 | 2.25% | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 67,256 | 1,275 | 0.0% | 0.0% | 23 | -800 | -1.18% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 66,839 | 1,267 | 0.17% | 0.16% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 66,538 | 1,261 | 0.0% | 0.0% | 26 | -50,034 | -42.92% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 66,549 | 1,261 | 0.0% | 0.0% | 25 | +1,601 | 2.47% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 65,048 | 1,233 | 0.0% | 0.0% | 27 | +37,993 | 140.43% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 62,666 | 1,188 | 0.0% | — | 28 | +62,666 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 61,203 | 1,160 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 59,873 | 1,135 | 0.0% | — | 30 | +59,873 | New | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 59,366 | 1,125 | 0.2% | 0.19% | 31 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ALGERT GLOBAL LLC | History | New | 55,350 | 1,049 | 0.02% | — | 32 | +55,350 | New | Q1 2026 | May 14, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 54,421 | 1,031 | 0.63% | 0.6% | 33 | -5,486 | -9.16% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | New | 52,671 | 998 | 0.0% | — | 34 | +52,671 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 51,990 | 985 | 0.02% | 0.02% | 35 | -1,790 | -3.33% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,671 | 809 | 0.0% | 0.0% | 36 | +10,173 | 31.3% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 38,973 | 738 | 0.0% | 0.0% | 37 | -5,317 | -12.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 36,841 | 698 | 0.0% | 0.0% | 38 | -5,438 | -12.86% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 31,518 | 597 | 0.0% | 0.0% | 39 | -11,677 | -27.03% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 27,298 | 517 | 0.0% | 0.0% | 40 | -36,036 | -56.9% | Q1 2026 | May 08, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 26,722 | 506 | 0.2% | 0.14% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 26,100 | 494 | 0.0% | 0.0% | 42 | -21,910 | -45.64% | Q1 2026 | May 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 25,000 | 471 | 0.03% | 0.02% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 23,719 | 449 | 0.0% | 0.0% | 44 | -2,867 | -10.78% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 23,705 | 449 | 0.0% | 0.0% | 45 | -1,825 | -7.15% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 22,500 | 426 | 0.01% | 0.01% | 46 | -10,300 | -31.4% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 21,891 | 415 | 0.0% | — | 47 | +21,891 | New | Q1 2026 | Apr 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 19,479 | 366 | 0.02% | 0.02% | 48 | +6,148 | 46.12% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,181 | 363 | 0.0% | 0.0% | 49 | +1,871 | 10.81% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 19,122 | 362 | 0.0% | 0.0% | 50 | -6,738 | -26.06% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,400 | 348 | 0.0% | 0.0% | 51 | -4,500 | -19.65% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | New | 18,200 | 345 | 0.01% | — | 52 | +18,200 | New | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | Added to | 18,121 | 343 | 0.0% | 0.0% | 53 | +7,807 | 75.69% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 17,159 | 325 | 0.0% | 0.0% | 54 | -674 | -3.78% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 15,437 | 292 | 0.0% | 0.0% | 55 | -716 | -4.43% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 14,100 | 247 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,525 | 237 | 0.0% | 0.0% | 57 | -3,075 | -19.71% | Q1 2026 | May 15, 2026 |
| ELCO Management Co., LLC | History | No change | 11,722 | 222 | 0.11% | 0.13% | 58 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 11,642 | 220 | 0.01% | — | 59 | +11,642 | New | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 11,560 | 219 | 0.0% | 0.0% | 60 | +9 | 0.08% | Q1 2026 | May 12, 2026 |
| Strid Group, LLC | History | No change | 10,000 | 189 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,020 | 152 | 0.0% | — | 62 | +8,020 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 7,837 | 148 | 0.0% | 0.0% | 63 | -13,279 | -62.89% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,126 | 135 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,580 | 105 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,188 | 98 | 0.0% | 0.0% | 66 | +14 | 0.27% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,497 | 85 | 0.0% | 0.0% | 67 | +102 | 2.32% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,045 | 76 | 0.0% | 0.0% | 68 | -6,861 | -62.91% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,868 | 72 | 0.0% | 0.0% | 69 | -13,242 | -77.39% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 68 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,459 | 65 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 2,600 | 49 | 0.0% | 0.0% | 72 | -4,600 | -63.89% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | No change | 2,126 | 40 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,114 | 40 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 1,953 | 37 | 0.0% | 0.0% | 76 | +388 | 24.79% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,984 | 37 | 0.0% | 0.0% | 75 | -73 | -3.55% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,366 | 25 | 0.0% | 0.0% | 77 | +459 | 50.61% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,173 | 22 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 926 | 17 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 815 | 15 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 563 | 10 | 0.0% | 0.0% | 81 | +11 | 1.99% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 500 | 9 | 0.0% | 0.0% | 82 | -69 | -12.13% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 440 | 8 | 0.0% | 0.0% | 83 | +231 | 110.53% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | New | 395 | 7 | 0.0% | — | 84 | +395 | New | Q1 2026 | May 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 262 | 4 | 0.0% | 0.0% | 85 | -187 | -41.65% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 196 | 3 | 0.0% | 0.0% | 86 | +92 | 88.46% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 138 | 2 | 0.0% | 0.0% | 87 | +36 | 35.29% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 31 | 1 | 0.0% | 0.0% | 90 | -87 | -73.73% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 56 | 1 | 0.0% | — | 88 | +45 | 409.09% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 90 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -34,523 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,542 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,148 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,400 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -291 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | New | 48 | 0 | — | — | — | +48 | New | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |