Meridian Wealth Partners, LLC

Position in MRBK — Meridian Corp

CIK 1781942 EXTON, PA

Position in MRBK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,339,005

+$71,738 QoQ

Shares Held

66,850

+0.0% QoQ

Ownership

0.560%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#28

of 100 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Meridian Wealth Partners, LLC holds $3,281,978 across 5 Banks - Regional names. MRBK ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRBK	Meridian Corp This page	66,850	$1,339,005
2	CBU	Community Financial System, Inc.	10,890	$730,936
3	FULT	Fulton Financial Corp	27,542	$666,240
4	PNC	Pnc Financial Services Group, Inc.	1,278	$314,669
5	PFS	Provident Financial Services Inc	9,777	$231,128

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339,005	66,850	+0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,267,267	66,839	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,175,029	66,839	-7.5%	Shares	Sole	2026-02-13
2025-09-30	$1,140,511	72,230	-48.3%	Shares	Sole	2025-11-13
2025-06-30	$1,801,068	139,726	+16.1%	Shares	Sole	2025-08-13
2025-03-31	$1,733,472	120,380	-16.3%	Shares	Sole	2025-05-13
2024-12-31	$1,971,964	143,834	-0.1%	Shares	Sole	2025-02-11
2024-09-30	$1,819,856	143,976	-30.4%	Shares	Sole	2024-11-08
2024-06-30	$2,175,988	206,843	-3.6%	Shares	Sole	2024-08-12
2024-03-31	$2,128,504	214,567	+12.8%	Shares	Sole	2024-05-10
2023-12-31	$2,644,544	190,255	-0.6%	Shares	Sole	2024-02-05
2023-09-30	$1,874,459	191,369	+11.8%	Shares	Sole	2023-11-03
2023-06-30	$1,678,063	171,231	+5.6%	Shares	Sole	2023-08-02
2023-03-31	$2,042,737	162,122	+91.0%	Shares	Sole	2023-05-04
2022-12-31	$2,570,379	84,859	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$2,464,164	84,476	+11.5%	Shares	Sole	2022-11-14
2022-06-30	$2,296,103	75,779	+8.9%	Shares	Sole	2022-08-15
2022-03-31	$2,232,052	69,556	+0.2%	Shares	Sole	2022-05-13
2021-12-31	$2,553,014	69,432	-1.4%	Shares	Sole	2022-02-15
2021-09-30	$2,022,908	70,411	+3.7%	Shares	Sole	2021-11-12
2021-06-30	$1,781,535	67,868	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$1,760,148	67,698	+13.5%	Shares	Sole	2021-05-17
2020-12-31	$1,240,366	59,633	+0.0%	Shares	Sole	2021-02-16
2020-09-30	$961,477	59,608	+0.7%	Shares	Sole	2020-11-12
2020-06-30	$937,907	59,174	+1.1%	Shares	Sole	2020-08-12
2020-03-31	$800,608	58,524	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.