Merit Financial Group
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Merit Financial Group’s Citizens CIA Stock Holding History

Merit Financial Group’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$148K Sell
42,774
-98
-0.2% -$426 ﹤0.01% 2271
2026
Q2 		$246K Buy
+42,872
New +$233K ﹤0.01% 1957

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Bank of New York Mellon
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Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

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

Merit Financial Group reduced its Citizens (CIA) stake by 0.23% in Q3 2026, selling an estimated $426 and leaving 42,774 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Merit Financial Group first reported a position in CIA in Q2 2026 and has held it in 2 quarters since. The position peaked at $246K in Q2 2026. 26 funds tracked by Wall St. Rank hold CIA as of Q3 2026.

  • Merit Financial Group held 42,774 shares of Citizens worth $148K as of Q3 2026.
  • Merit Financial Group sold 98 Citizens shares in Q3 2026, an estimated $426.
  • Citizens made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2271 holding.
  • Merit Financial Group first reported a position in Citizens in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Citizens position peaked at $246K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Citizens as of Q3 2026.

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