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Meridian Corp (MRBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares556,807 from 497,805
Change+59,002 (+12%)
Value$10.5M (+$508.3K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares381,644 from 280,264
Change+101,380 (+36%)
Value$7.2M (+$1.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares67,724 from 42,699
Change+25,025 (+59%)
Value$1.3M (+$419.3K)
Filed 2026-11-05
LSV Asset Management
DECREASED
Shares64,856 from 67,256
Change-2,400 (-4%)
Value$1.2K (-$1.3M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares60,579 from 52,447
Change+8,132 (+16%)
Value$1.1M (+$89.6K)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares59,366 from 59,366
Change0 (0%)
Value$1.1M (-$71.8K)
Filed 2026-11-02
SummerHaven Investment Management, LLC
DECREASED
Shares46,164 from 54,421
Change-8,257 (-15%)
Value$868.8K (-$221.2K)
Filed 2026-10-19
Barclays PLC
INCREASED
Shares38,900 from 36,549
Change+2,351 (+6%)
Value$732.1K (+$21)
Filed 2026-11-06
Traynor Capital Management, Inc.
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$470.5K (-$30.3K)
Filed 2026-10-29
Strid Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$188.2K (-$12.1K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares8,481 from 8,096
Change+385 (+5%)
Value$159.6K (-$2.6K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares8,300 from 9,497
Change-1,197 (-13%)
Value$156.2K (-$34.0K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares4,500 from 3,200
Change+1,300 (+41%)
Value$84.7K (+$20.6K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares3,546 from 4,475
Change-929 (-21%)
Value$66.7K (-$22.9K)
Filed 2026-11-04
State of Alaska, Department of Revenue
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$22 (-$1)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares938 from 297
Change+641 (+216%)
Value$17.7K (+$11.7K)
Filed 2026-10-08
Parkside Financial Bank & Trust
NEW
Shares423
Change+423
Value$8.0K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$7.4K (-$478)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares192 from 196
Change-4 (-2%)
Value$3.6K (-$313)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$3.6K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares173 from 140
Change+33 (+24%)
Value$3.3K (+$452)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares130 from 105
Change+25 (+24%)
Value$2.4K (+$344)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares112 from 10
Change+102 (+1020%)
Value$2.1K (+$1.9K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares87 from 81
Change+6 (+7%)
Value$1.6K (+$16)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares61
Change+61
Value$1.1K
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares24 from 12
Change+12 (+100%)
Value$452 (+$212)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares22 from 12
Change+10 (+83%)
Value$415 (+$174)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares19
Change+19
Value$358
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$132 (-$8)
Filed 2026-10-14
Covestor Ltd
DECREASED
Shares3 from 14
Change-11 (-79%)
Value$0 ($0)
Filed 2026-10-30
Elco Management Co., LLC
CLOSED
Shares0 from 11,216
Change-11,216 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-14
BlackRock, Inc.
N/A
Shares— from 690,544
Change-690,544 (-100%)
Value—
Strategic Value Bank Partners LLC
N/A
Shares— from 651,298
Change-651,298 (-100%)
Value—
Fourthstone LLC
N/A
Shares— from 538,390
Change-538,390 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 437,696
Change-437,696 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 434,281
Change-434,281 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 382,533
Change-382,533 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 313,468
Change-313,468 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 258,339
Change-258,339 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 217,353
Change-217,353 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 191,059
Change-191,059 (-100%)
Value—
State Street Corp
N/A
Shares— from 186,047
Change-186,047 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 179,173
Change-179,173 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 176,606
Change-176,606 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 144,516
Change-144,516 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 129,471
Change-129,471 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 99,196
Change-99,196 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 87,067
Change-87,067 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 86,641
Change-86,641 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 85,558
Change-85,558 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 85,196
Change-85,196 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 81,640
Change-81,640 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 81,067
Change-81,067 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 79,285
Change-79,285 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 75,804
Change-75,804 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 66,850
Change-66,850 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 64,257
Change-64,257 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 63,547
Change-63,547 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 61,203
Change-61,203 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 47,294
Change-47,294 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 40,428
Change-40,428 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,176
Change-34,176 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 34,105
Change-34,105 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 34,042
Change-34,042 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 32,960
Change-32,960 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 32,568
Change-32,568 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,335
Change-26,335 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 26,216
Change-26,216 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 25,609
Change-25,609 (-100%)
Value—
Man Group plc
N/A
Shares— from 23,247
Change-23,247 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 22,281
Change-22,281 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 17,526
Change-17,526 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 16,951
Change-16,951 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 15,413
Change-15,413 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 14,670
Change-14,670 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 11,996
Change-11,996 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 11,812
Change-11,812 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 11,011
Change-11,011 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,482
Change-4,482 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 926
Change-926 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 782
Change-782 (-100%)
Value—
FMR LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 482
Change-482 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 130
Change-130 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 116
Change-116 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED556,807497,805+59,002+12%$10.0M$10.5M+$508.3K2026-11-04
Geode Capital Management, LLC
INCREASED381,644280,264+101,380+36%$5.6M$7.2M+$1.6M2026-11-06
Bank of New York Mellon Corp
INCREASED67,72442,699+25,025+59%$855.3K$1.3M+$419.3K2026-11-05
LSV Asset Management
DECREASED64,85667,256-2,400-4%$1.3M$1.2K-$1.3M2026-11-06
Russell Investments Group, Ltd.
INCREASED60,57952,447+8,132+16%$1.1M$1.1M+$89.6K2026-11-06
Key FInancial Inc
UNCHANGED59,36659,36600%$1.2M$1.1M-$71.8K2026-11-02
SummerHaven Investment Management, LLC
DECREASED46,16454,421-8,257-15%$1.1M$868.8K-$221.2K2026-10-19
Barclays PLC
INCREASED38,90036,549+2,351+6%$732.1K$732.1K+$212026-11-06
Traynor Capital Management, Inc.
UNCHANGED25,00025,00000%$500.8K$470.5K-$30.3K2026-10-29
Strid Group, LLC
UNCHANGED10,00010,00000%$200.3K$188.2K-$12.1K2026-10-28
PNC Financial Services Group, Inc.
INCREASED8,4818,096+385+5%$162.2K$159.6K-$2.6K2026-11-06
Deutsche Bank Ag\
DECREASED8,3009,497-1,197-13%$190.2K$156.2K-$34.0K2026-11-06
Strs Ohio
INCREASED4,5003,200+1,300+41%$64.1K$84.7K+$20.6K2026-10-30
Citigroup Inc
DECREASED3,5464,475-929-21%$89.6K$66.7K-$22.9K2026-11-04
State of Alaska, Department of Revenue
UNCHANGED1,1731,17300%$23$22-$12026-10-15
Gamma Investing LLC
INCREASED938297+641+216%$5.9K$17.7K+$11.7K2026-10-08
Parkside Financial Bank & Trust
NEW423—+423——$8.0K—2026-10-27
Assetmark, Inc
UNCHANGED39539500%$7.9K$7.4K-$4782026-10-21
Sterling Capital Management LLC
DECREASED192196-4-2%$3.9K$3.6K-$3132026-10-22
Allworth Financial LP
UNCHANGED18118100%$3.6K$3.6K$02026-11-06
IFP Advisors, Inc
INCREASED173140+33+24%$2.8K$3.3K+$4522026-10-16
Farther Finance Advisors, LLC
INCREASED130105+25+24%$2.1K$2.4K+$3442026-10-08
SJS Investment Consulting Inc.
INCREASED11210+102+1020%$201$2.1K+$1.9K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED8781+6+7%$1.6K$1.6K+$162026-11-04
Root Financial Partners, LLC
NEW61—+61——$1.1K—2026-10-21
Essential Partners LLC
INCREASED2412+12+100%$240$452+$2122026-10-14
True Wealth Design, LLC
INCREASED2212+10+83%$241$415+$1742026-10-13
Provenance Wealth Advisors, LLC
NEW19—+19——$358—2026-10-30
Fortitude Family Office, LLC
UNCHANGED7700%$140$132-$82026-10-14
Covestor Ltd
DECREASED314-11-79%$0$0$02026-10-30
Elco Management Co., LLC
CLOSED011,216-11,216-100%$224.7K$0-$224.7K2026-10-14
BlackRock, Inc.
N/A—690,544-690,544-100%$13.8M———
Strategic Value Bank Partners LLC
N/A—651,298-651,298-100%$13.0M———
Fourthstone LLC
N/A—538,390-538,390-100%$10.8M———
First Manhattan Co. Llc.
N/A—437,696-437,696-100%$8.8M———
Vanguard Capital Management LLC
N/A—434,281-434,281-100%$8.7M———
Banc Funds Co LLC
N/A—382,533-382,533-100%$7.7M———
Acadian Asset Management LLC
N/A—313,468-313,468-100%$6.3M———
American Century Companies Inc
N/A—258,339-258,339-100%$5.2M———
Qube Research & Technologies Ltd
N/A—217,353-217,353-100%$4.4M———
Two Sigma Investments, LP
N/A—191,059-191,059-100%$3.8M———
State Street Corp
N/A—186,047-186,047-100%$3.7M———
Nuveen, LLC
N/A—179,173-179,173-100%$3.6M———
Arrowstreet Capital, Limited Partnership
N/A—176,606-176,606-100%$3.5M———
Wick Capital Partners, LLC
N/A—144,516-144,516-100%$2.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—129,471-129,471-100%$2.6M———
Trexquant Investment LP
N/A—99,196-99,196-100%$2.0M———
Marshall Wace, LLP
N/A—87,067-87,067-100%$1.7M———
Jacobs Levy Equity Management, Inc
N/A—86,641-86,641-100%$1.7M———
Morgan Stanley
N/A—85,558-85,558-100%$1.7M———
Vanguard Portfolio Management LLC
N/A—85,196-85,196-100%$1.7M———
AQR Capital Management LLC
N/A—81,640-81,640-100%$1.6M———
Goldman Sachs Group Inc
N/A—81,067-81,067-100%$1.6M———
Segall Bryant & Hamill, LLC
N/A—79,285-79,285-100%$1.6M———
Northern Trust Corp
N/A—75,804-75,804-100%$1.5M———
Meridian Wealth Partners, LLC
N/A—66,850-66,850-100%$1.3M———
Squarepoint Ops LLC
N/A—64,257-64,257-100%$1.3M———
Vanguard Fiduciary Trust Co
N/A—63,547-63,547-100%$1.3M———
Bridgeway Capital Management, LLC
N/A—61,203-61,203-100%$1.2M———
Ameriprise Financial Inc
N/A—47,294-47,294-100%$947.3K———
Millennium Management LLC
N/A—40,428-40,428-100%$809.8K———
Citadel Advisors LLC
N/A—34,176-34,176-100%$684.5K———
XTX Topco Ltd
N/A—34,105-34,105-100%$683.1K———
HRT Financial LP
N/A—34,042-34,042-100%$681.0K———
Ancora Advisors LLCA
N/A—32,960-32,960-100%$660.2K———
Quadrature Capital Ltd
N/A—32,568-32,568-100%$652.3K———
Charles Schwab Investment Management Inc
N/A—27,600-27,600-100%$552.8K———
JPMorgan Chase & Co
N/A—26,335-26,335-100%$527.8K———
Mendon Capital Advisors Corp
N/A—26,216-26,216-100%$525.1K———
HSBC Holdings PLC
N/A—25,609-25,609-100%$514.7K———
Man Group plc
N/A—23,247-23,247-100%$465.6K———
Jump Financial, LLC
N/A—22,281-22,281-100%$446.3K———
Invesco Ltd.
N/A—17,526-17,526-100%$351.0K———
Point72 Asset Management, L.P.
N/A—16,951-16,951-100%$339.5K———
Algert Global LLC
N/A—15,413-15,413-100%$308.7K———
Occudo Quantitative Strategies LP
N/A—14,670-14,670-100%$293.8K———
Borer Denton & Associates, Inc.
N/A—13,629-13,629-100%$273.0K———
UBS Group AG
N/A—13,319-13,319-100%$266.8K———
Bank of America Corp
N/A—13,090-13,090-100%$262.2K———
State of Wisconsin Investment Board
N/A—12,954-12,954-100%$259.5K———
Public Employees Retirement System of Ohio
N/A—12,730-12,730-100%$255.0K———
Rhumbline Advisers
N/A—11,996-11,996-100%$240.3K———
Martingale Asset Management L P
N/A—11,812-11,812-100%$236.6K———
Brevan Howard Capital Management LP
N/A—11,769-11,769-100%$235.7K———
Schonfeld Strategic Advisors LLC
N/A—11,011-11,011-100%$220.5K———
Great Valley Advisor Group, Inc.
N/A—10,039-10,039-100%$201.1K———
Wells Fargo & Company
N/A—9,471-9,471-100%$189.7K———
Royal Bank of Canada
N/A—6,663-6,663-100%$133.0K———
MetLife Investment Management, LLC
N/A—5,580-5,580-100%$111.8K———
LOS Angeles Capital Management LLC
N/A—4,555-4,555-100%$91.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,482-4,482-100%$89.8K———
Vanguard Global Advisers, LLC
N/A—4,317-4,317-100%$86.5K———
New York State Common Retirement Fund
N/A—3,600-3,600-100%$72.1K———
BNP Paribas Financial Markets
N/A—3,326-3,326-100%$66.6K———
Bessemer Group Inc
N/A—2,126-2,126-100%$43.0K———
Police & Firemen's Retirement System of New Jersey
N/A—2,114-2,114-100%$42.3K———
Legal & General Group Plc
N/A—1,064-1,064-100%$21.3K———
Ameritas Investment Partners, Inc.
N/A—926-926-100%$18.5K———
Tower Research Capital LLC (TRC)
N/A—782-782-100%$15.7K———
FMR LLC
N/A—653-653-100%$13.1K———
Arax Advisory Partners
N/A—482-482-100%$9.7K———
California State Teachers Retirement System
N/A—130-130-100%$2.6K———
Federated Hermes, Inc.
N/A—116-116-100%$2.3K———
Rothschild Investment LLC
N/A—63-63-100%$1.3K———
Basecamp Wealth Advisors LLC
N/A—10-10-100%$200———
Showing 105 of 105 institutions