MFG
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Merit Financial Group’s Factset FDS Stock Holding History

Merit Financial Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57M Buy
11,166
+6,863
+159% +$1.58M 0.02% 648
2026
Q1 		$934K Buy
4,303
+106
+3% +$24.7K 0.01% 1014
2025
Q4 		$1.22M Buy
4,197
+2,296
+121% +$645K 0.01% 853
2025
Q3 		$545K Sell
1,901
-12
-0.6% -$4.58K 0.01% 1135
2025
Q2 		$856K Buy
1,913
+809
+73% +$354K 0.01% 862
2025
Q1 		$502K Buy
+1,104
New +$503K 0.01% 940

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Merit Financial Group increased its Factset (FDS) stake by 159% in Q2 2026, buying an estimated $1.58M and bringing the position to 11,166 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #648.

Merit Financial Group first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Merit Financial Group held 11,166 shares of Factset worth $2.57M as of Q2 2026.
  • Merit Financial Group bought 6,863 Factset shares in Q2 2026, an estimated $1.58M.
  • Factset made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #648 holding.
  • Merit Financial Group first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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