MFG
ARI

Merit Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Merit Financial Group’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
121,363
-7,634
-6% -$83.2K 0.01% 951
2026
Q1 		$1.36M Buy
128,997
+1,568
+1% +$16.3K 0.01% 848
2025
Q4 		$1.23M Buy
127,429
+8,763
+7% +$87.6K 0.01% 849
2025
Q3 		$1.2M Buy
118,666
+2,033
+2% +$20.7K 0.01% 768
2025
Q2 		$1.13M Sell
116,633
-1,214
-1% -$11.4K 0.01% 735
2025
Q1 		$1.13M Buy
117,847
+3,208
+3% +$30.4K 0.02% 612
2024
Q4 		$993K Buy
114,639
+10,447
+10% +$93.9K 0.02% 514
2024
Q3 		$958K Sell
104,192
-6,106
-6% -$62.3K 0.02% 438
2024
Q2 		$1.08M Sell
110,298
-1,740
-2% -$17.9K 0.02% 389
2024
Q1 		$1.13M Sell
112,038
-34,914
-24% -$391K 0.03% 372
2023
Q4 		$1.73M Sell
146,952
-49,164
-25% -$526K 0.05% 222
2023
Q3 		$1.99M Sell
196,116
-108,941
-36% -$1.19M 0.07% 221
2023
Q2 		$3.45M Buy
+305,057
New +$3.08M 0.11% 140

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Merit Financial Group's ARI Position: Q2 2026 in Review

Merit Financial Group reduced its Apollo Commercial Real Estate (ARI) stake by 5.9% in Q2 2026, selling an estimated $83.2K and leaving 121,363 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #951.

Merit Financial Group first reported a position in ARI in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q2 2023. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Merit Financial Group held 121,363 shares of Apollo Commercial Real Estate worth $1.3M as of Q2 2026.
  • Merit Financial Group sold 7,634 Apollo Commercial Real Estate shares in Q2 2026, an estimated $83.2K.
  • Apollo Commercial Real Estate made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #951 holding.
  • Merit Financial Group first reported a position in Apollo Commercial Real Estate in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Apollo Commercial Real Estate position peaked at $3.45M in Q2 2023.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.