Merit Financial Group
CPB icon

Merit Financial Group’s Campbell Soup CPB Stock Holding History

Merit Financial Group’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$237K Sell
11,949
-21,615
-64% -$479K ﹤0.01% 2074
2026
Q2 		$747K Buy
+33,564
New +$708K ﹤0.01% 1249
2026
Q1 		– Sell
-12,523
Closed -$349K – 2130
2025
Q4 		$349K Buy
12,523
+1,672
+15% +$50.3K ﹤0.01% 1473
2025
Q3 		$343K Buy
10,851
+3,683
+51% +$119K ﹤0.01% 1364
2025
Q2 		$220K Buy
+7,168
New +$252K ﹤0.01% 1501
2024
Q1 		– Sell
-5,079
Closed -$220K – 872
2023
Q4 		$220K Sell
5,079
-4,306
-46% -$177K 0.01% 703
2023
Q3 		$386K Sell
9,385
-4,267
-31% -$187K 0.01% 518
2023
Q2 		$624K Sell
13,652
-570
-4% -$29.4K 0.02% 418
2023
Q1 		$782K Sell
14,222
-15
-0.1% -$796 0.03% 324
2022
Q4 		$808K Buy
14,237
+74
+0.5% +$3.88K 0.03% 327
2022
Q3 		$667K Buy
14,163
+213
+2% +$10.4K 0.03% 311
2022
Q2 		$670K Sell
13,950
-72
-0.5% -$3.39K 0.02% 308
2022
Q1 		$625K Buy
+14,022
New +$620K 0.04% 208

Other funds holding CPB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Merit Financial Group reduced its Campbell Soup (CPB) stake by 64% in Q3 2026, selling an estimated $479K and leaving 11,949 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Merit Financial Group first reported a position in CPB in Q1 2022 and has held it in 13 quarters since. The position peaked at $808K in Q4 2022. 315 funds tracked by Wall St. Rank hold CPB as of Q3 2026.

  • Merit Financial Group held 11,949 shares of Campbell Soup worth $237K as of Q3 2026.
  • Merit Financial Group sold 21,615 Campbell Soup shares in Q3 2026, an estimated $479K.
  • Campbell Soup made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2074 holding.
  • Merit Financial Group first reported a position in Campbell Soup in Q1 2022 and has held it in 13 quarters since.
  • Merit Financial Group's Campbell Soup position peaked at $808K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2026.

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