Merit Financial Group
AMRZ icon

Merit Financial Group’s Amrize Ltd AMRZ Stock Holding History

Merit Financial Group’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Buy
6,065
+420
+7% +$19.2K ﹤0.01% 2116
2026
Q2 		$301K Buy
5,645
+1,165
+26% +$63.1K ﹤0.01% 1807
2026
Q1 		$251K Buy
+4,480
New +$257K ﹤0.01% 1768

Other funds holding AMRZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Merit Financial Group's AMRZ Position: Q3 2026 in Review

Merit Financial Group increased its Amrize Ltd (AMRZ) stake by 7.4% in Q3 2026, buying an estimated $19.2K and bringing the position to 6,065 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Merit Financial Group first reported a position in AMRZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $301K in Q2 2026. 166 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • Merit Financial Group held 6,065 shares of Amrize Ltd worth $227K as of Q3 2026.
  • Merit Financial Group bought 420 Amrize Ltd shares in Q3 2026, an estimated $19.2K.
  • Amrize Ltd made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2116 holding.
  • Merit Financial Group first reported a position in Amrize Ltd in Q1 2026 and has held it in 3 quarters since.
  • Merit Financial Group's Amrize Ltd position peaked at $301K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.