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Meridian Corp (MRBK)

CUSIP: 58958P104 | NYSE | Financial Services · Banks - Regional | Micro Cap | 183 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP556,807
0.0% of portfolio›$10.5M
Bank of New York Mellon Corp67,724
0.0% of portfolio›$1.3M
Key FInancial Inc59,366
0.2% of portfolio›$1.1M
SummerHaven Investment Management, LLC46,164
0.5% of portfolio›$868.8K
Traynor Capital Management, Inc.25,000
0.0% of portfolio›$470.5K
Strid Group, LLC10,000
0.0% of portfolio›$188.2K
Strs Ohio4,500
0.0% of portfolio›$84.7K
Citigroup Inc3,546
0.0% of portfolio›$66.7K
State of Alaska, Department of Revenue1,173
0.0% of portfolio›$22
Gamma Investing LLC938
0.0% of portfolio›$17.7K
Parkside Financial Bank & Trust423
0.0% of portfolio›$8.0K
Assetmark, Inc395
0.0% of portfolio›$7.4K
Sterling Capital Management LLC192
0.0% of portfolio›$3.6K
IFP Advisors, Inc173
0.0% of portfolio›$3.3K
Farther Finance Advisors, LLC130
0.0% of portfolio›$2.4K
SJS Investment Consulting Inc.112
0.0% of portfolio›$2.1K
EverSource Wealth Advisors, LLC87
0.0% of portfolio›$1.6K
Root Financial Partners, LLC61
0.0% of portfolio›$1.1K
Essential Partners LLC24
0.0% of portfolio›$452
True Wealth Design, LLC22
0.0% of portfolio›$415
Provenance Wealth Advisors, LLC19
0.0% of portfolio›$358
Fortitude Family Office, LLC7
0.0% of portfolio›$132
Covestor Ltd3
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
556,807$10.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
67,724$1.3M0.0%CoreLowNew York, NY2026-11-05
Key FInancial Inc
59,366$1.1M0.2%ETFLowWest Chester, PA2026-11-02
SummerHaven Investment Management, LLC
46,164$868.8K0.5%Deep ValueHighStamford, CT2026-10-19
Traynor Capital Management, Inc.
25,000$470.5K0.0%GrowthLowMalvern, PA2026-10-29
Strid Group, LLC
10,000$188.2K0.0%ETFLowNewtown Square, PA2026-10-28
Strs Ohio
4,500$84.7K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
3,546$66.7K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
1,173$220.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
938$17.7K0.0%IndexVery LowFoster City, CA2026-10-08
Parkside Financial Bank & Trust
423$8.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Assetmark, Inc
395$7.4K0.0%ETFLowConcord, CA2026-10-21
Sterling Capital Management LLC
192$3.6K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
173$3.3K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
130$2.4K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
112$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
87$1.6K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
61$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
24$4520.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
22$4150.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
19$3580.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
7$1320.0%ETFMediumScottsdale, AZ2026-10-14
Covestor Ltd
3$00.0%ValueHighLondon, United Kingdom2026-10-30