Ategra Capital Management, LLC MRBK — MERIDIAN CORPORATION

Ownership history in Ategra Capital Management, LLC  ·  7 quarters on record

AI Ownership Summary

Ategra Capital Management, LLC reported MERIDIAN CORPORATION (MRBK) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 9.21% in 2024 Q3. The latest visible filing shows MRBK at 2.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MRBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ategra Capital Management, LLC's position in MERIDIAN CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRBK was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRBK stock page Ategra Capital Management, LLC fund profile Ategra Capital Management, LLC full holdings
How Ategra Capital Management, LLC held MRBK — position size vs. price
% of Fund (quarterly)    MRBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 239,210 -113,059 -32.1% 2.25% $4.5M 2026-05-15 $17.15
2025 Q4 REDUCED 13.4% +8.6% ❌ 352,269 -54,671 -13.4% 2.95% $6.2M 2026-02-17 $20.12
2025 Q3 REDUCED 34.0% +12.4% ❌ 406,940 -209,189 -34.0% 3.79% $6.4M 2025-11-14 $14.55
2025 Q2 REDUCED 20.0% +23.3% ❌ 616,129 -153,626 -20.0% 6.29% $7.9M 2025-08-14 $14.66
2025 Q1 ADDED — — — 769,755 +446,572 +138.2% 8.62% $11.1M 2025-05-15 $13.96
2024 Q4 REDUCED 68.5% +5.8% ❌ 323,183 -703,157 -68.5% 5.70% $5.8M 2025-02-14 $16.11
2024 Q3 INITIATED — — — 1,026,340 — — 9.21% $13.0M 2024-11-13 $13.32

🏢 Other funds also holding MRBK

As of 2026 Q1 — sorted by position size

STRATEGIC VALUE BANK PARTNERS LLC 3Y 6.64% Fourthstone LLC 3Y 3.78% BANC FUNDS CO LLC 3Y 7Y 1.3% SummerHaven Investment Management, LLC 3Y 0.63% Wick Capital Partners, LLC 3Y 0.5% Key FInancial Inc 3Y 0.2% MENDON CAPITAL ADVISORS CORP 3Y 7Y 0.2% Meridian Wealth Partners, LLC 3Y 0.17% ELCO Management Co., LLC 3Y 7Y 0.11% Traynor Capital Management, Inc. 3Y 7Y 0.03%

FAQ About Ategra Capital Management, LLC and MRBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ategra Capital Management, LLC reported owning MRBK?

Ategra Capital Management, LLC reported MRBK across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MRBK position in Ategra Capital Management, LLC's portfolio?

The largest reported portfolio weight for MRBK was 9.21% in 2024 Q3.

What is the latest reported MRBK position on this page?

The most recent filing on this page is 2026 Q1, when Ategra Capital Management, LLC reported 239,210 shares, equal to 2.25% of portfolio, with an estimated market value of $4.5M.

What does the chart on this MRBK ownership page compare?

The chart compares Ategra Capital Management, LLC's quarterly MRBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ategra Capital Management, LLC time their MRBK position?

Based on 13F filing dates vs. subsequent MRBK price moves, Ategra Capital Management, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on MRBK relative to SPY over the holding period was +1.5%.

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