Security key
58958P104
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 11,247,317
- Total 13F shares
- 6,149,822
- Share change
- +85,289
- Total reported value
- $61,004,083
- Reported price per share
- $9.92
- Number of holders
- 40
- Value change
- +$277,791
- Number of buys
- 17
- Number of sells
- 21
Security identity
Holder snapshot
Report period
Q1 2024
Institutions
40
Top holders
10
MRBK full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 2023
Meridian Corp SEC filings
Meridian Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 58958P104
Recent filing periods:
Ownership snapshot
Top reported holders of MRBK - Meridian Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Fourthstone LLC
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2023
13F
Lead comparable stake: 9.2%
Showing 1-6 of 15 holder rows.
Rank 1 holder
Fourthstone LLC
13F
- Ownership
- 9.2%
- Position
- $14.4M
Rank 2 holder
Ategra Capital Management, LLC
13F
- Ownership
- 8.8%
- Position
- $13.8M
Rank 3 holder
BANC FUNDS CO LLC
13F
- Ownership
- 7%
- Position
- $10.88M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Fourthstone LLC |
13F
Company
|
9.2%
|
$14,395,271
1,035,631 shares
|
— | 31 Dec 2023 |
| Ategra Capital Management, LLC |
13F
Company
|
8.8%
|
$13,802,088
992,956 shares
|
— | 31 Dec 2023 |
| BANC FUNDS CO LLC |
13F
Company
|
7%
|
$10,879,000
782,678 shares
|
— | 31 Dec 2023 |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
Company
|
5.8%
|
$9,053,042
651,298 shares
|
— | 31 Dec 2023 |
| VANGUARD GROUP INC |
13F
Company
|
4.7%
|
$7,425,004
534,173 shares
|
— | 31 Dec 2023 |
| FIRST MANHATTAN CO. LLC. |
13F
Company
|
2.9%
|
$4,549,539
327,305 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
40
Shares
6,149,822
Rows available
40
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
45
Q1 2024 holders
40
Holder diff
-5
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend