MRBK — MERIDIAN CORP
Reported value held$54.85M
Funds holding (latest)30
SectorFinancials
Funds holding (Q2 2026)24
Institutional value$43.34M · 2.23M sh
New / Add / Cut / Exit2 / 19 / 3 / 2
Top-5 / Top-10 concentration69.7% / 88.6%
Institutional holdings change
Accumulating +24.6%
(+439.70K sh)
Institutional value change
Up +38.0%
As of Q2 2026, 24 SEC-registered investment managers reported holding MRBK (MERIDIAN CORP) in their latest 13F filings, with a combined reported value of $43.34M across 2.23M shares. That is +24.6% by share count (+439.70K shares) versus the previous quarter, while reported value moved +38.0%. Ownership is concentrated: the five largest holders account for 69.7% of reported value and the top ten for 88.6%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MRBK is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 717.71K | $14.21M | 0.00% | Add |
| Geode Capital Management history | 322.34K | $6.20M | 0.00% | Add |
| Two Sigma Investments history | 191.06K | $3.83M | 0.00% | Add |
| Arrowstreet Capital history | 186.90K | $3.68M | 0.00% | Add |
| AQR Capital Management history | 129.57K | $2.30M | 0.00% | Add |
| Goldman Sachs Group history | 110.40K | $2.03M | 0.00% | Add |
| Morgan Stanley history | 108.04K | $2.03M | 0.00% | Add |
| Marshall Wace history | 87.07K | $1.74M | 0.00% | Add |
| Northern Trust Corp history | 75.80K | $1.52M | 0.00% | Reduce |
| BNY Mellon history | 42.70K | $855.26K | 0.00% | Add |
| Millennium Management history | 40.43K | $809.77K | 0.00% | Add |
| JPMorgan Chase & Co history | 37.52K | $688.20K | 0.00% | New |
| Citadel Advisors history | 34.18K | $684.54K | 0.00% | Add |
| Charles Schwab Investment Management history | 27.60K | $552.83K | 0.00% | Add |
| UBS Group AG history | 30.21K | $501.94K | 0.00% | Add |
| Invesco Ltd history | 17.53K | $351.05K | 0.00% | Add |
| Point72 Asset Management history | 16.95K | $339.53K | 0.00% | Reduce |
| Bank of America Corp history | 13.09K | $262.19K | 0.00% | New |
| Deutsche Bank AG history | 9.50K | $190.22K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.47K | $189.71K | 0.00% | Add |
| PNC Financial Services history | 8.10K | $162.16K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.88K | $99.75K | 0.00% | Add |
| Citigroup Inc history | 4.47K | $89.63K | 0.00% | Add |
| Legal & General Investment Management America history | 1.06K | $21.31K | 0.00% | Add |
Q1 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 653.77K | $11.28M | 0.00% | Add |
| Geode Capital Management history | 283.83K | $4.55M | 0.00% | Add |
| Arrowstreet Capital history | 166.44K | $3.16M | 0.00% | Reduce |
| Two Sigma Investments history | 110.95K | $2.10M | 0.00% | Add |
| Goldman Sachs Group history | 78.44K | $1.49M | 0.00% | Add |
| Northern Trust Corp history | 80.70K | $1.36M | 0.00% | Add |
| Morgan Stanley history | 69.45K | $1.27M | 0.00% | Add |
| Marshall Wace history | 66.54K | $1.26M | 0.00% | Reduce |
| AQR Capital Management history | 42.67K | $809.04K | 0.00% | Add |
| BNY Mellon history | 38.97K | $738.93K | 0.00% | Reduce |
| Prudential Financial history | 26.10K | $494.86K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 23.72K | $449.71K | 0.00% | Reduce |
| Millennium Management history | 23.70K | $449.45K | 0.00% | Reduce |
| Citadel Advisors history | 19.18K | $363.67K | 0.00% | Add |
| Renaissance Technologies history | 18.40K | $348.86K | 0.00% | Reduce |
| Point72 Asset Management history | 17.16K | $325.33K | 0.00% | Reduce |
| Invesco Ltd history | 15.44K | $292.69K | 0.00% | Reduce |
| UBS Group AG history | 22.30K | $253.04K | 0.00% | Add |
| Deutsche Bank AG history | 15.02K | $192.08K | 0.00% | Add |
| Wells Fargo & Co history | 4.70K | $81.42K | 0.00% | Reduce |
| PNC Financial Services history | 3.46K | $65.58K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.44K | $53.13K | 0.00% | Add |
| Legal & General Investment Management America history | 957 | $16.48K | 0.00% | Add |
| Citigroup Inc history | 535 | $9.03K | 0.00% | Add |
Q4 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 584.07K | $10.27M | 0.00% | Add |
| BlackRock Inc history | 542.63K | $9.54M | 0.00% | Add |
| Geode Capital Management history | 213.12K | $3.75M | 0.00% | Add |
| Arrowstreet Capital history | 179.06K | $3.15M | 0.00% | Add |
| Marshall Wace history | 116.57K | $2.05M | 0.00% | Add |
| Two Sigma Investments history | 100.47K | $1.77M | 0.00% | Add |
| Northern Trust Corp history | 64.95K | $1.14M | 0.00% | Reduce |
| Goldman Sachs Group history | 63.74K | $1.12M | 0.00% | Reduce |
| Prudential Financial history | 48.01K | $844.02K | 0.00% | Add |
| BNY Mellon history | 44.29K | $778.62K | 0.00% | Add |
| AQR Capital Management history | 32.50K | $571.32K | 0.00% | Add |
| Morgan Stanley history | 27.05K | $475.66K | 0.00% | Add |
| Charles Schwab Investment Management history | 26.59K | $467.38K | 0.00% | Hold |
| Millennium Management history | 25.53K | $448.82K | 0.00% | Add |
| Renaissance Technologies history | 22.90K | $402.58K | 0.00% | Reduce |
| UBS Group AG history | 21.12K | $371.22K | 0.00% | Add |
| Point72 Asset Management history | 17.83K | $313.50K | 0.00% | New |
| Citadel Advisors history | 17.31K | $304.31K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 17.11K | $300.79K | 0.00% | Add |
| Invesco Ltd history | 16.15K | $283.97K | 0.00% | Add |
| Wells Fargo & Co history | 10.91K | $191.73K | 0.00% | Add |
| Bank of America Corp history | 10.15K | $178.40K | 0.00% | Add |
| Deutsche Bank AG history | 7.13K | $125.28K | 0.00% | Hold |
| CPP Investments history | 6.40K | $112.51K | 0.00% | New |
| PNC Financial Services history | 3.46K | $60.81K | 0.00% | Hold |
| Legal & General Investment Management America history | 815 | $14.33K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 552 | $9.70K | 0.00% | Add |
| Citigroup Inc history | 209 | $3.67K | 0.00% | Add |
Q3 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 579.57K | $9.15M | 0.00% | Reduce |
| BlackRock Inc history | 521.48K | $8.23M | 0.00% | Add |
| Geode Capital Management history | 211.88K | $3.35M | 0.00% | Hold |
| Arrowstreet Capital history | 171.76K | $2.71M | 0.00% | Add |
| Marshall Wace history | 106.00K | $1.67M | 0.00% | Add |
| Two Sigma Investments history | 82.84K | $1.31M | 0.00% | New |
| Citadel Advisors history | 71.55K | $1.13M | 0.00% | Add |
| Northern Trust Corp history | 68.28K | $1.08M | 0.00% | Add |
| Goldman Sachs Group history | 64.42K | $1.02M | 0.00% | Add |
| Renaissance Technologies history | 62.60K | $988.45K | 0.00% | Add |
| Prudential Financial history | 35.87K | $566.31K | 0.00% | New |
| BNY Mellon history | 35.60K | $562.20K | 0.00% | Add |
| Charles Schwab Investment Management history | 26.59K | $419.79K | 0.00% | Hold |
| AQR Capital Management history | 25.96K | $409.86K | 0.00% | New |
| Millennium Management history | 23.48K | $370.73K | 0.00% | Reduce |
| Morgan Stanley history | 16.80K | $265.28K | 0.00% | Reduce |
| UBS Group AG history | 16.36K | $258.31K | 0.00% | Add |
| Invesco Ltd history | 13.00K | $205.28K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.55K | $150.76K | 0.00% | Add |
| Wells Fargo & Co history | 7.28K | $114.91K | 0.00% | Add |
| Deutsche Bank AG history | 7.13K | $112.52K | 0.00% | New |
| Bank of America Corp history | 3.67K | $57.97K | 0.00% | Reduce |
| PNC Financial Services history | 3.45K | $54.51K | 0.00% | Add |
| Legal & General Investment Management America history | 815 | $12.87K | 0.00% | Hold |
| Citigroup Inc history | 156 | $2.46K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 18 | $284 | 0.00% | Add |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 599.48K | $7.73M | 0.00% | Add |
| BlackRock Inc history | 508.51K | $6.55M | 0.00% | Add |
| Geode Capital Management history | 212.91K | $2.74M | 0.00% | Add |
| Marshall Wace history | 100.80K | $1.30M | 0.00% | Reduce |
| Arrowstreet Capital history | 86.20K | $1.11M | 0.00% | Add |
| Millennium Management history | 68.85K | $887.53K | 0.00% | Reduce |
| Northern Trust Corp history | 67.58K | $871.08K | 0.00% | Add |
| Renaissance Technologies history | 52.90K | $681.88K | 0.00% | Add |
| Citadel Advisors history | 44.89K | $578.64K | 0.00% | Add |
| Morgan Stanley history | 42.42K | $546.84K | 0.00% | Add |
| BNY Mellon history | 33.08K | $426.40K | 0.00% | Add |
| Charles Schwab Investment Management history | 26.59K | $342.69K | 0.00% | New |
| Goldman Sachs Group history | 25.50K | $328.68K | 0.00% | Reduce |
| UBS Group AG history | 10.12K | $130.50K | 0.00% | Reduce |
| Invesco Ltd history | 10.05K | $129.58K | 0.00% | New |
| Bank of America Corp history | 6.10K | $78.67K | 0.00% | Add |
| Wells Fargo & Co history | 5.62K | $72.41K | 0.00% | New |
| JPMorgan Chase & Co history | 4.32K | $55.66K | 0.00% | Add |
| Citigroup Inc history | 3.08K | $39.64K | 0.00% | Add |
| PNC Financial Services history | 3.00K | $38.67K | 0.00% | Hold |
| Legal & General Investment Management America history | 815 | $10.51K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3 | $39 | 0.00% | New |
Q1 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 526.45K | $7.58M | 0.00% | Reduce |
| BlackRock Inc history | 231.78K | $3.34M | 0.00% | Add |
| Millennium Management history | 205.14K | $2.95M | 0.00% | Add |
| Marshall Wace history | 111.55K | $1.61M | 0.00% | New |
| Geode Capital Management history | 100.97K | $1.45M | 0.00% | Add |
| Goldman Sachs Group history | 83.18K | $1.20M | 0.00% | Add |
| Arrowstreet Capital history | 82.73K | $1.19M | 0.00% | Add |
| Renaissance Technologies history | 38.00K | $547.20K | 0.00% | Reduce |
| Citadel Advisors history | 33.10K | $476.61K | 0.00% | Add |
| Morgan Stanley history | 22.48K | $323.74K | 0.00% | Add |
| Northern Trust Corp history | 18.37K | $264.54K | 0.00% | Hold |
| BNY Mellon history | 16.83K | $242.32K | 0.00% | Hold |
| UBS Group AG history | 11.76K | $169.29K | 0.00% | Add |
| PNC Financial Services history | 3.00K | $43.20K | 0.00% | Hold |
| Bank of America Corp history | 2.29K | $32.96K | 0.00% | Reduce |
| Citigroup Inc history | 2.26K | $32.52K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16 | $230 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 37.52K sh · $688.20K
- Bank of America Corp 13.09K sh · $262.19K
Fully Exited (vs previous quarter)
- Prudential Financial sold 26.10K sh · $494.86K
- Renaissance Technologies sold 18.40K sh · $348.86K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 717.71K | 653.77K | 542.63K | 521.48K | 508.51K | 231.78K | 220.71K | 218.97K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 322.34K | 283.83K | 213.12K | 211.88K | 212.91K | 100.97K | 94.06K | 93.53K | 90.70K | 87.29K | 83.43K | 82.23K | 79.59K | 83.07K | 41.53K | 41.34K | 40.37K | 43.67K | 43.05K | 43.05K |
| Two Sigma Investments | 191.06K | 110.95K | 100.47K | 82.84K | — | — | — | — | — | — | — | — | — | 15.43K | 9.84K | 10.14K | 12.04K | 17.94K | 12.81K | 10.49K |
| Arrowstreet Capital | 186.90K | 166.44K | 179.06K | 171.76K | 86.20K | 82.73K | 44.71K | 20.06K | 14.20K | 43.52K | 25.61K | 25.61K | 25.61K | 25.61K | 17.74K | 17.74K | 17.74K | 18.04K | 22.84K | 22.84K |
| AQR Capital Management | 129.57K | 42.67K | 32.50K | 25.96K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 110.40K | 78.44K | 63.74K | 64.42K | 25.50K | 83.18K | 38.85K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 108.04K | 69.45K | 27.05K | 16.80K | 42.42K | 22.48K | 18.30K | 14.93K | 14.66K | 15.82K | 14.63K | 14.67K | 14.89K | 22.39K | 13.80K | 8.82K | 8.86K | 8.95K | 8.98K | 8.89K |
| Marshall Wace | 87.07K | 66.54K | 116.57K | 106.00K | 100.80K | 111.55K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 75.80K | 80.70K | 64.95K | 68.28K | 67.58K | 18.37K | 18.45K | 15.84K | 15.99K | 16.00K | 16.02K | 16.02K | 16.09K | 16.15K | 7.63K | 7.63K | 7.98K | 9.30K | 9.32K | 9.69K |
| BNY Mellon | 42.70K | 38.97K | 44.29K | 35.60K | 33.08K | 16.83K | 16.83K | 16.83K | 16.83K | 16.83K | 20.30K | 45.75K | 44.78K | 44.93K | 22.34K | 21.32K | 21.04K | 21.16K | 20.69K | 15.25K |
| Millennium Management | 40.43K | 23.70K | 25.53K | 23.48K | 68.85K | 205.14K | 52.24K | 10.24K | 10.92K | 15.86K | 23.40K | 49.44K | 84.31K | 91.22K | 34.78K | 51.16K | 57.85K | 69.08K | 60.36K | 55.42K |
| JPMorgan Chase & Co | 37.52K | — | 17.11K | 9.55K | 4.32K | 16 | 16 | 16 | 16 | 16 | 3.64K | 16 | 16 | 16 | 8 | 8 | 8 | 8 | 29 | 28 |
| Citadel Advisors | 34.18K | 19.18K | 17.31K | 71.55K | 44.89K | 33.10K | 18.35K | 14.22K | — | — | 14.68K | 20.93K | 21.00K | 13.43K | — | — | — | — | — | — |
| Charles Schwab Investment Management | 27.60K | 23.72K | 26.59K | 26.59K | 26.59K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 30.21K | 22.30K | 21.12K | 16.36K | 10.12K | 11.76K | 5.39K | 5.26K | 5.13K | 5.70K | 6.25K | 5.00K | 5.00K | 5.35K | 3.87K | 3.27K | 3.19K | 2.98K | 2.50K | 2.75K |
| Invesco Ltd | 17.53K | 15.44K | 16.15K | 13.00K | 10.05K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | 16.95K | 17.16K | 17.83K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 13.09K | — | 10.15K | 3.67K | 6.10K | 2.29K | 6.57K | 6.60K | 6.57K | 22.20K | 38.22K | 9.91K | 10.54K | 11.83K | 5.96K | 6.23K | 6.23K | 6.25K | 6.33K | 6.37K |
| Deutsche Bank AG | 9.50K | 15.02K | 7.13K | 7.13K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 9.47K | 4.70K | 10.91K | 7.28K | 5.62K | — | 1 | 1 | — | 72 | 71 | 66 | 64 | 64 | 91 | 554 | 555 | 551 | 430 | 30 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details