Merit Financial Group
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Merit Financial Group’s Asana ASAN Stock Holding History

Merit Financial Group’s Portfolio ASAN Stock Details ASAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236K Sell
28,051
-576
-2% -$4.99K ﹤0.01% 2078
2026
Q2 		$200K Buy
28,627
+11,020
+63% +$74K ﹤0.01% 2124
2026
Q1 		$113K Buy
+17,607
New +$155K ﹤0.01% 1998

Other funds holding ASAN

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Merit Financial Group reduced its Asana (ASAN) stake by 2% in Q3 2026, selling an estimated $4.99K and leaving 28,051 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Merit Financial Group first reported a position in ASAN in Q1 2026 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Merit Financial Group held 28,051 shares of Asana worth $236K as of Q3 2026.
  • Merit Financial Group sold 576 Asana shares in Q3 2026, an estimated $4.99K.
  • Asana made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2078 holding.
  • Merit Financial Group first reported a position in Asana in Q1 2026 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Asana as of Q3 2026.

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