13F

Stock

Meridian Corp

MRBK · held by 98 managers

Reported value

$136.9M

Holders

98

+10 new · −8 exited

Holders’ est. mark

$8.56M

Price effect on 84 books still in the name

Largest holder

$22.3M

Fourthstone LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fourthstone LLC1.18M$22.3M$1.55MAdded$2.56M
STRATEGIC VALUE BANK PARTNERS LLC651.3K$12.3M$898.8KAdded$898.8K
BlackRock, Inc.558.5K$10.6M$748.8KAdded$1.05M
VANGUARD CAPITAL MANAGEMENT LLC486.8K$9.23MHeld
FIRST MANHATTAN CO. LLC.437.7K$8.3M$604KAdded$604K
DIMENSIONAL FUND ADVISORS LP434K$8.23M$545.2KAdded$1.28M
BANC FUNDS CO LLC369.3K$7M$442.9KAdded$1.36M
Ategra Capital Management, LLC239.2K$4.54M$330.1KCut−$1.66M
GEODE CAPITAL MANAGEMENT, LLC213.1K$4.04M$294.8KAdded$293.9K
AMERICAN CENTURY COMPANIES INC192.7K$3.65M$187.5KAdded$1.26M
Nuveen, LLC168.9K$3.2M$178.1KAdded$932.7K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP166.4K$3.16M$229.7KAdded$7.74K
Wick Capital Partners, LLC144.5K$2.74M$199.4KAdded$199.4K
Connor, Clark & Lunn Investment Management Ltd.138K$2.62M$190.5KAdded$166.4K
State Street132.2K$2.51M$145KAdded$658.7K
TWO SIGMA INVESTMENTS, LP110.9K$2.1M$138.7KAdded$337.3K
Trexquant Investment LP89.5K$1.7M$123.5KAdded$69.5K
SEGALL BRYANT & HAMILL, LLC79.4K$1.51M$109.6KCut−$717.3K
GOLDMAN SACHS GROUP INC78.4K$1.49M$88KAdded$366.5K
Russell Investments Group, Ltd.67.4K$1.28M$91KAdded$119K
Meridian Wealth Partners, LLC66.8K$1.27M$92.2KAdded$92.2K
NORTHERN TRUST CORP66.5K$1.26M$89.6KAdded$120K
MARSHALL WACE, LLP66.5K$1.26M$91.8KCut−$787.8K
MORGAN STANLEY65K$1.23M$37.3KAdded$757.7K
VANGUARD PORTFOLIO MANAGEMENT LLC62.7K$1.19MHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC61.2K$1.16M$84.5KAdded$84.5K
VANGUARD FIDUCIARY TRUST CO59.9K$1.14MHeld
Key Financial Inc59.4K$1.13M$81.9KAdded$81.9K
SummerHaven Investment Management, LLC54.4K$1.03M$75.1KCut−$21.3K
Qube Research & Technologies Ltd52.7K$998.6KNew
Ancora Advisors LLC52K$985.7K$71.7KAdded$40.3K
Icahn Capital42.7K$809K$44.8KAdded$237.7K
Bank of New York Mellon Corp39K$738.9K$53.8KCut−$39.7K
BARCLAYS PLC36.8K$698.5K$50.8KCut−$44.8K
Squarepoint Ops LLC31.5K$597.6K$43.5KCut−$161.8K
LOS ANGELES CAPITAL MANAGEMENT LLC27.3K$517.6K$126.9KCut−$388.7K
MENDON CAPITAL ADVISORS CORP26.7K$506.6K$36.9KAdded$36.9K
PRUDENTIAL FINANCIAL INC26.1K$494.9K$36KCut−$349.2K
Traynor Capital Management, Inc.25K$471.8K$32.3KAdded$32.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC23.7K$449.7K$32.7KCut−$17.7K
MILLENNIUM MANAGEMENT LLC23.7K$449.4K$32.7KAdded$630
Jump Financial, LLC22.5K$426.6K$31.1KCut−$150K
HSBC HOLDINGS PLC21.9K$415.9KNew
OCCUDO QUANTITATIVE STRATEGIES LP19.5K$366.6K$16.5KAdded$132.2K
Citadel19.2K$363.7K$23.9KAdded$59.4K
Man Group plc19.1K$362.6K$26.4KCut−$92.1K
Renaissance Technologies18.4K$348.9K$25.4KCut−$53.7K
Hillsdale Investment Management Inc.18.2K$345.1KNew
Engineers Gate Manager LP18.1K$343.6K$14.2KAdded$162.3K
Point72 Asset Management, L.P.17.2K$325.3K$23.7KAdded$11.8K
Invesco Ltd.15.4K$292.7K$21.3KAdded$8.71K
STATE OF WISCONSIN INVESTMENT BOARD12.5K$237.5K$17.3KCut−$36.8K
ELCO Management Co., LLC11.7K$222.2K$16.2KAdded$16.2K
MARTINGALE ASSET MANAGEMENT L P11.6K$220.7KNew
RHUMBLINE ADVISERS11.6K$219.2K$15.9KAdded$16.1K
Strid Group, LLC10K$189.6K$13.8KAdded$13.8K
Vanguard Global Advisers, LLC8.02K$152.1KHeld
UBS Group AG7.84K$148.6K$10.8KCut−$222.6K
DEUTSCHE BANK AG\7.13K$135.1K$9.83KAdded$9.83K
MetLife Investment Management, LLC5.58K$105.8K$7.7KAdded$7.7K
ROYAL BANK OF CANADA5.19K$98K$6.74KAdded$7K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4.5K$85.3K$6.07KAdded$8K
WELLS FARGO & COMPANY/MN4.04K$76.7K$5.59KCut−$115K
JPMORGAN CHASE & CO3.87K$73K$4.99KCut−$227.8K
NEW YORK STATE COMMON RETIREMENT FUND3.6K$68.3K$4.97KAdded$4.97K
PNC Financial Services Group, Inc.3.46K$65.6K$4.77KAdded$4.77K
STRS OHIO2.6K$49.3K$3.59KCut−$77.3K
Police & Firemen's Retirement System of New Jersey2.11K$40.1K$2.92KAdded$2.92K
Advisory Services Network, LLC2.1K$39.8KNew
BNP PARIBAS FINANCIAL MARKETS1.98K$37.6K$2.74KAdded$1.46K
CWM, LLC1.95K$37K$29.6KAdded$37K
Tower Research Capital LLC (TRC)1.37K$25.9K$1.25KAdded$9.95K
Ameritas Investment Partners, Inc.926$17.6K$1.28KAdded$1.28K
Legal & General Group Plc815$15.5K$1.12KAdded$1.12K
Fidelity563$10.7K$761Added$970
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM500$9.48K$690Cut−$523
CITIGROUP INC440$8.34K$289Added$4.67K
ASSETMARK, INC395$7.49KNew
Sterling Capital Management LLC262$4.97K$362Cut−$2.92K
ACADIAN ASSET MANAGEMENT LLC250.9K$4.75K$298Added$974
Farther Finance Advisors, LLC199$3.8K$303Cut−$2.02K
GAMMA Investing LLC196$3.72K$144Added$1.89K
Essential Partners LLC139$2.63K$190Added$209
Allworth Financial LP138$2.62K$140Added$823
IFP Advisors, Inc90$1.71K$124Added$124
LSV ASSET MANAGEMENT67.3K$1.27K$93Added$79
MAI Capital Management56$1.06K$15Added$868
ALGERT GLOBAL LLC55.4K$1.05KNew
Arax Advisory Partners48$910New
FEDERATED HERMES, INC.46$872New
EverSource Wealth Advisors, LLC46$872$56Added$151
ROTHSCHILD INVESTMENT LLC45$853$29Added$484
Root Financial Partners, LLC44$834New
True Wealth Design, LLC15$285$19Added$38
SJS Investment Consulting Inc.8$152$11Added$11
BESSEMER GROUP INC2.13K$40$3Added$3
State of Alaska, Department of Revenue1.17K$22$2Added$2
Covestor Ltd31$1$0Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.