Meridian Corporation
US ˙ NasdaqGS ˙ US58958P1049

SecurityMRBK / Meridian Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership434,002 shares
Latest Disclosed Value $ 8,228,525
Dimensional Fund Advisors Lp reports 9.80% increase in ownership of MRBK / Meridian Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 434,002 shares of Meridian Corporation (US:MRBK) valued at $8,228,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 395,283 shares of Meridian Corporation. This represents a change in shares of 9.80% during the quarter. The current value of the position is $7,759,956 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MERIDIAN COM 58958P104 434,002 38,719 9.80 8,229 18.41 0.0017
2026-02-12 2025-12-31 13F MERIDIAN COM 58958P104 395,283 33,357 9.22 6,949 21.61 0.0015
2025-11-12 2025-09-30 13F MERIDIAN COM 58958P104 361,926 31,162 9.42 5,715 34.07 0.0012
2025-08-12 2025-06-30 13F MERIDIAN COM 58958P104 330,764 67,432 25.61 4,263 12.42 0.0010
2025-05-13 2025-03-31 13F MERIDIAN COM 58958P104 263,332 52,574 24.95 3,792 31.27 0.0009
2025-02-13 2024-12-31 13F MERIDIAN COM 58958P104 210,758 12,984 6.57 2,889 15.57 0.0007
2024-11-07 2024-09-30 13F MERIDIAN COM 58958P104 197,774 26,525 15.49 2,500 38.76 0.0006
2024-08-09 2024-06-30 13F MERIDIAN COM 58958P104 171,249 10,514 6.54 1,801 12.99 0.0005
2024-05-10 2024-03-31 13F MERIDIAN COM 58958P104 160,735 17,704 12.38 1,594 -19.82 0.0004
2024-02-07 2023-12-31 13F MERIDIAN COM 58958P104 143,031 11,897 9.07 1,988 54.83 0.0006
2023-11-09 2023-09-30 13F MERIDIAN COM 58958P104 131,134 3,650 2.86 1,285 2.80 0.0004
2023-08-09 2023-06-30 13F MERIDIAN COM 58958P104 127,484 -7,625 -5.64 1,249 -26.62 0.0004
2023-05-12 2023-03-31 13F MERIDIAN COM 58958P104 135,109 74,410 122.59 1,703 170,100.00 0.0006
2023-02-09 2022-12-31 13F MERIDIAN COM 58958P104 60,699 6,169 11.31 2 -99.94 0.0005
2022-11-10 2022-09-30 13F MERIDIAN COM 58958P104 54,530 -226 -0.41 1,590 -4.22 0.0006
2022-08-12 2022-06-30 13F MERIDIAN COM 58958P104 54,756 5,131 10.34 1,660 4.27 0.0006
2022-05-13 2022-03-31 13F MERIDIAN COM 58958P104 49,625 5,565 12.63 1,592 -1.73 0.0005
2022-02-09 2021-12-31 13F MERIDIAN COM 58958P104 44,060 4,090 10.23 1,620 41.36 0.0005
2021-11-12 2021-09-30 13F MERIDIAN COM 58958P104 39,970 4,718 13.38 1,146 23.89 0.0004
2021-08-12 2021-06-30 13F MERIDIAN COM 58958P104 35,252 929 2.71 925 3.70 0.0003
2021-05-14 2021-03-31 13F MERIDIAN COM 58958P104 34,323 21,929 176.93 892 245.74 0.0003
2021-03-08 2020-12-31 13F/A-2 MERIDIAN COM 58958P104 12,394 572 4.84 258 35.08 0.0001
2021-02-11 2020-12-31 13F MERIDIAN COM 58958P104 12,394 572 258 93.1759
2020-11-12 2020-09-30 13F MERIDIAN COM 58958P104 11,822 700 6.29 191 8.52 0.0001
2020-08-13 2020-06-30 13F MERIDIAN BK PAOLI PA COM 58958P104 11,122 698 6.70 176 23.08 0.0001
2020-05-14 2020-03-31 13F MERIDIAN BK PAOLI PA COM 58958P104 10,424 10,424 143 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.