Meridian Corp. 13F holders
102 funds reported a position in Meridian Corp. in their 13F for the quarter ended 30 June 2026, together 7.8 million shares worth $155.4 million. Against the quarter before, 16 opened a position, 47 added, 22 trimmed and 6 sold out; together they bought a net 164,300 shares. The largest holders: BlackRock, Inc., Strategic Value Bank Partners LLC and Fourthstone LLC.
Funds holding102+9 on Q1 2026
Shares they held7.8Mworth $155.4 million
Net bought on the quarter164,300 sharesabout $3.3 million at the funds' values
Funds buying to selling63 to 28opened or added, to cut or sold
Opened 16Added 47Held 17Trimmed 22Sold out 6
What each fund did in MRBK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MRBK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 18 reported a position in Meridian Corp.: 1 opened one, 7 added, 3 trimmed and 1 sold out, a net 16,942 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| SummerHaven Investment Management, LLC | -8,257 | 46,164 | trimmed | 13F |
| Strs Ohio | +1,300 | 4,500 | added | 13F |
| Gamma Investing LLC | +641 | 938 | added | 13F |
| Parkside Financial Bank & Trust | +423 | 423 | new | 13F |
| SJS Investment Consulting Inc. | +102 | 112 | added | 13F |
| IFP Advisors, Inc | +33 | 173 | added | 13F |
| Farther Finance Advisors, LLC | +25 | 130 | added | 13F |
| Essential Partners LLC | +12 | 24 | added | 13F |
| True Wealth Design, LLC | +10 | 22 | added | 13F |
| Sterling Capital Management LLC | -4 | 192 | trimmed | 13F |
| ELCO Management Co., LLC | -11,216 | 0 | sold out | 13F |
| Covestor Ltd | -11 | 3 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Meridian Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 280,264 shares worth $5.6 million, 0.0% of its reported book. Sold out: Renaissance Technologies. In the quarter, 5 funds added or opened a position and 2 trimmed or sold out; together they bought a net 160,512 shares, about $3.2 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 280,264 | $5.6 million | 0.0% | +67,202 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 191,059 | $3.8 million | 0.0% | +80,110 | added | 30 June 2026 | 13F |
| Millennium Management | 40,428 | $809,773 | 0.0% | +16,723 | added | 30 June 2026 | 13F |
| Citadel Advisors | 34,176 | $684,545 | 0.0% | +14,995 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 16,951 | $339,529 | 0.0% | -208 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 653 | $13,071 | 0.0% | +90 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -18,400 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 690,544 | 8.90% | $13.8 million | 0.00% | +132,012 | 13F |
| Strategic Value Bank Partners LLC | 651,298 | 8.40% | $13.0 million | 9.13% | no change | 13F |
| Fourthstone LLC | 538,390 | 6.94% | $10.8 million | 7.68% | -636,911 | 13F |
| Dimensional Fund Advisors LP | 497,805 | 6.42% | $10.0 million | 0.00% | +63,803 | 13F |
| First Manhattan Co. LLC. | 437,696 | 5.64% | $8.8 million | 0.02% | no change | 13F |
| Vanguard Capital Management LLC | 434,281 | 5.60% | $8.7 million | 0.00% | -52,561 | 13F |
| Banc Funds Co. LLC | 382,533 | 4.93% | $7.7 million | 1.27% | +13,200 | 13F |
| Acadian Asset Management LLC | 313,468 | 4.04% | $6.3 million | 0.01% | +62,531 | 13F |
| Geode Capital Management, LLC | 280,264 | 3.61% | $5.6 million | 0.00% | +67,202 | 13F |
| American Century Companies Inc. | 258,339 | 3.33% | $5.2 million | 0.00% | +65,657 | 13F |
| Qube Research & Technologies Ltd | 217,353 | 2.80% | $4.4 million | 0.01% | +164,682 | 13F |
| Two Sigma Investments, LP | 191,059 | 2.46% | $3.8 million | 0.00% | +80,110 | 13F |
| State Street Corp. | 186,047 | 2.40% | $3.7 million | 0.00% | +53,867 | 13F |
| Nuveen, LLC | 179,173 | 2.31% | $3.6 million | 0.00% | +10,310 | 13F |
| Arrowstreet Capital, Limited Partnership | 176,606 | 2.28% | $3.5 million | 0.00% | +10,167 | 13F |
| Wick Capital Partners, LLC | 144,516 | 1.86% | $2.9 million | 0.44% | no change | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 129,471 | 1.67% | $2.6 million | 0.01% | -8,560 | 13F |
| Trexquant Investment LP | 99,196 | 1.28% | $2.0 million | 0.01% | +9,729 | 13F |
| Marshall Wace, LLP | 87,067 | 1.12% | $1.7 million | 0.00% | +20,529 | 13F |
| Jacobs Levy Equity Management, Inc. | 86,641 | 1.12% | $1.7 million | 0.01% | new | 13F |
| Morgan Stanley | 85,558 | 1.10% | $1.7 million | 0.00% | +20,510 | 13F |
| Vanguard Portfolio Management LLC | 85,196 | 1.10% | $1.7 million | 0.00% | +22,530 | 13F |
| AQR Capital Management LLC | 81,640 | 1.05% | $1.6 million | 0.00% | +38,969 | 13F |
| Goldman Sachs Group Inc. | 81,067 | 1.05% | $1.6 million | 0.00% | +2,632 | 13F |
| Segall Bryant & Hamill, LLC | 79,285 | 1.02% | $1.6 million | 0.02% | -105 | 13F |
| Northern Trust Corp. | 75,804 | 0.98% | $1.5 million | 0.00% | +9,255 | 13F |
| LSV Asset Management | 67,256 | 0.87% | $1.3 million | 0.00% | no change | 13F |
| Meridian Wealth Partners, LLC | 66,850 | 0.86% | $1.3 million | 0.16% | +11 | 13F |
| Squarepoint Ops LLC | 64,257 | 0.83% | $1.3 million | 0.00% | +32,739 | 13F |
| Vanguard Fiduciary Trust Co. | 63,547 | 0.82% | $1.3 million | 0.00% | +3,674 | 13F |
| Bridgeway Capital Management, LLC | 61,203 | 0.79% | $1.2 million | 0.02% | no change | 13F |
| Key Financial Inc | 59,366 | 0.77% | $1.2 million | 0.20% | no change | 13F |
| SummerHaven Investment Management, LLC | 54,421 | 0.70% | $1.1 million | 0.58% | no change | 13F |
| Russell Investments Group, Ltd. | 52,447 | 0.68% | $1.1 million | 0.00% | -14,933 | 13F |
| Ameriprise Financial Inc. | 47,294 | 0.61% | $947,299 | 0.00% | new | 13F |
| Bank of New York Mellon Corp | 42,699 | 0.55% | $855,261 | 0.00% | +3,726 | 13F |
| Millennium Management LLC | 40,428 | 0.52% | $809,773 | 0.00% | +16,723 | 13F |
| Barclays PLC | 36,549 | 0.47% | $732,078 | 0.00% | -292 | 13F |
| Citadel Advisors LLC | 34,176 | 0.44% | $684,545 | 0.00% | +14,995 | 13F |
| XTX Topco Ltd | 34,105 | 0.44% | $683,123 | 0.01% | new | 13F |
| HRT Financial LP | 34,042 | 0.44% | $681,000 | 0.00% | new | 13F |
| Ancora Advisors LLC | 32,960 | 0.42% | $660,189 | 0.01% | -19,030 | 13F |
| Quadrature Capital Ltd | 32,568 | 0.42% | $652,337 | 0.01% | new | 13F |
| Charles Schwab Investment Management Inc. | 27,600 | 0.36% | $552,828 | 0.00% | +3,881 | 13F |
| JPMorgan Chase & Co. | 26,335 | 0.34% | $527,753 | 0.00% | +22,467 | 13F |
| Mendon Capital Advisors Corp. | 26,216 | 0.34% | $525,106 | 0.19% | -506 | 13F |
| HSBC Holdings PLC | 25,609 | 0.33% | $514,741 | 0.00% | +3,718 | 13F |
| Traynor Capital Management, Inc. | 25,000 | 0.32% | $500,750 | 0.02% | no change | 13F |
| Man Group plc | 23,247 | 0.30% | $465,637 | 0.00% | +4,125 | 13F |
| Jump Financial, LLC | 22,281 | 0.29% | $446,289 | 0.00% | -219 | 13F |
The 50 largest of the 102 funds that reported a position in MRBK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Fourthstone LLC and 11 others | 538,390 | 4.5% | 30 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 29 July 2026 | 13G | BlackRock, Inc. and 1 other | 630,139 | 5.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Ategra Community Financial Institution Fund, LP and 9 others | 461,140 | 4.1% | 30 September 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.