MFG
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Merit Financial Group’s Dole DOLE Stock Holding History

Merit Financial Group’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169K Sell
12,286
-343
-3% -$4.99K ﹤0.01% 2150
2026
Q1 		$180K Buy
12,629
+19
+0.2% +$288 ﹤0.01% 1954
2025
Q4 		$189K Buy
+12,610
New +$176K ﹤0.01% 1835

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Merit Financial Group reduced its Dole (DOLE) stake by 2.7% in Q2 2026, selling an estimated $4.99K and leaving 12,286 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Merit Financial Group first reported a position in DOLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $189K in Q4 2025. 212 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Merit Financial Group held 12,286 shares of Dole worth $169K as of Q2 2026.
  • Merit Financial Group sold 343 Dole shares in Q2 2026, an estimated $4.99K.
  • Dole made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2150 holding.
  • Merit Financial Group first reported a position in Dole in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Dole position peaked at $189K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Dole as of Q2 2026.

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