MFG
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Merit Financial Group’s ASE Group ASX Stock Holding History

Merit Financial Group’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Sell
46,840
-2,398
-5% -$80.5K 0.01% 731
2026
Q1 		$1.07M Buy
49,238
+1,850
+4% +$38.9K 0.01% 952
2025
Q4 		$763K Buy
47,388
+4,455
+10% +$63.3K 0.01% 1065
2025
Q3 		$476K Buy
42,933
+53
+0.1% +$555 ﹤0.01% 1216
2025
Q2 		$443K Buy
42,880
+13,782
+47% +$129K ﹤0.01% 1155
2025
Q1 		$255K Buy
29,098
+17,286
+146% +$176K ﹤0.01% 1186
2024
Q4 		$119K Buy
+11,812
New +$118K ﹤0.01% 1125
2024
Q3 		– Sell
-14,175
Closed -$162K – 837
2024
Q2 		$162K Sell
14,175
-1,714
-11% -$18.6K ﹤0.01% 876
2024
Q1 		$167K Buy
+15,889
New +$156K ﹤0.01% 826

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Merit Financial Group reduced its ASE Group (ASX) stake by 4.9% in Q2 2026, selling an estimated $80.5K and leaving 46,840 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #731.

Merit Financial Group first reported a position in ASX in Q1 2024 and has held it in 9 quarters since. 71 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Merit Financial Group held 46,840 shares of ASE Group worth $2.11M as of Q2 2026.
  • Merit Financial Group sold 2,398 ASE Group shares in Q2 2026, an estimated $80.5K.
  • ASE Group made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #731 holding.
  • Merit Financial Group first reported a position in ASE Group in Q1 2024 and has held it in 9 quarters since.
  • 71 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

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