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 | No change | 690,544 | 13,831 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 651,298 | 13,045 | 9.13% | 9.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourthstone LLC | History | No change | 538,390 | 10,783 | 7.68% | 7.68% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 556,807 | 10,479 | 0.0% | 0.0% | 4 | +59,002 | 11.85% | Q3 2026 | Nov 04, 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 | No change | 434,281 | 8,698 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 382,533 | 7,662 | 1.27% | 1.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 313,468 | 6,274 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 280,264 | 5,615 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 258,339 | 5,174 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 217,353 | 4,353 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 191,059 | 3,826 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 186,047 | 3,726 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Nuveen, LLC | History | No change | 179,173 | 3,588 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 176,606 | 3,537 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wick Capital Partners, LLC | History | No change | 144,516 | 2,894 | 0.44% | 0.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 129,471 | 2,593 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 99,196 | 1,986 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 87,067 | 1,743 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 86,641 | 1,735 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 85,558 | 1,713 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 85,196 | 1,706 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 81,640 | 1,635 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 81,067 | 1,623 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 79,285 | 1,588 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 75,804 | 1,518 | 0.0% | 0.0% | 26 | 0 | 0.0% | 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 | No change | 66,850 | 1,339 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 64,257 | 1,287 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 63,547 | 1,272 | 0.0% | 0.0% | 30 | 0 | 0.0% | 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 | 1,117 | 0.18% | 0.19% | 32 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 52,447 | 1,050 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 47,294 | 947 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 46,164 | 868 | 0.49% | 0.58% | 35 | -8,257 | -15.17% | Q3 2026 | Oct 19, 2026 |
| Bank of New York Mellon Corp | History | No change | 42,699 | 855 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 40,428 | 809 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 36,549 | 732 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,176 | 684 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| XTX Topco Ltd | History | No change | 34,105 | 683 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 34,042 | 681 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 32,960 | 660 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 32,568 | 652 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 27,600 | 552 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 26,335 | 527 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 26,216 | 525 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 25,609 | 514 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | No change | 25,000 | 470 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Man Group plc | History | No change | 23,247 | 465 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 22,281 | 446 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 17,526 | 351 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 16,951 | 339 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 15,413 | 308 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 14,670 | 293 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Borer Denton & Associates, Inc. | History | No change | 13,629 | 272 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 13,319 | 266 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,090 | 262 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 12,954 | 259 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,730 | 254 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 11,996 | 240 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 11,812 | 236 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 11,769 | 235 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 11,011 | 220 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,039 | 201 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,497 | 190 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,471 | 189 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strid Group, LLC | History | No change | 10,000 | 188 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,096 | 162 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,663 | 133 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,580 | 111 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,555 | 91 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,482 | 89 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,317 | 86 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 4,500 | 84 | 0.0% | 0.0% | 74 | +1,300 | 40.63% | Q3 2026 | Oct 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 72 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 3,546 | 66 | 0.0% | 0.0% | 76 | -929 | -20.76% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,326 | 66 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 2,126 | 43 | 0.0% | 0.0% | 78 | 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% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,173 | 22 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Legal & General Group Plc | History | No change | 1,064 | 21 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 926 | 18 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 938 | 17 | 0.0% | 0.0% | 83 | +641 | 215.82% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 782 | 15 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 653 | 13 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 482 | 9 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | New | 423 | 7 | 0.0% | — | 88 | +423 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | No change | 395 | 7 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 173 | 3 | 0.0% | 0.0% | 91 | +33 | 23.57% | Q3 2026 | Oct 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 192 | 3 | 0.0% | 0.0% | 89 | -4 | -2.04% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 181 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 112 | 2 | 0.0% | — | 94 | +102 | 1020.0% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 130 | 2 | 0.0% | 0.0% | 95 | +25 | 23.81% | Q3 2026 | Oct 08, 2026 |
| FEDERATED HERMES, INC. | History | No change | 116 | 2 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 130 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Root Financial Partners, LLC | History | New | 61 | 1 | 0.0% | — | 98 | +61 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 87 | 1 | 0.0% | 0.0% | 97 | +6 | 7.41% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,216 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | Added to | 24 | 0 | — | — | — | +12 | 100.0% | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | — | — | -11 | -78.57% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Added to | 22 | 0 | — | — | — | +10 | 83.33% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |