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Key Financial Inc

Position in MRBK — Meridian Corp

CIK 1801720 WEST CHESTER, PA

Position in MRBK

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,189,100
+$63,521 QoQ
Shares Held
59,366
0.0% QoQ
Ownership
0.498%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#32
of 100 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MRBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Key Financial Inc holds $5,857,396 across 33 Banks - Regional names. MRBK ranks #2 (20.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MRBK
Meridian Corp
This page
59,366 $1,189,100

All Filings in MRBK

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,189,100 59,366
2026-03-31 $1,125,579 59,366
2025-12-31 $1,043,654 59,366
2025-09-30 $937,389 59,366