AF
MRLN

Allworth Financial’s Merlin Inc MRLN Stock Holding History

Allworth Financial’s Portfolio MRLN Stock Details MRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$513 Sell
90
-1,000
-92% -$8.46K ﹤0.01% 4847
2026
Q1 		$8.01K Hold
1,090
– – ﹤0.01% 3653
2025
Q4 		$11.7K Buy
+1,090
New +$11.9K ﹤0.01% 3158

Other funds holding MRLN

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allworth Financial's MRLN Position: Q2 2026 in Review

Allworth Financial reduced its Merlin Inc (MRLN) stake by 92% in Q2 2026, selling an estimated $8.46K and leaving 90 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #4847.

Allworth Financial first reported a position in MRLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q4 2025. 62 funds tracked by Wall St. Rank hold MRLN as of Q2 2026.

  • Allworth Financial held 90 shares of Merlin Inc worth $513 as of Q2 2026.
  • Allworth Financial sold 1,000 Merlin Inc shares in Q2 2026, an estimated $8.46K.
  • Merlin Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4847 holding.
  • Allworth Financial first reported a position in Merlin Inc in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Merlin Inc position peaked at $11.7K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Merlin Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.