Merit Financial Group
HMC icon

Merit Financial Group’s Honda HMC Stock Holding History

Merit Financial Group’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$264K Buy
8,367
+492
+6% +$15.1K ﹤0.01% 1999
2026
Q2 		$213K Buy
+7,875
New +$200K ﹤0.01% 2069
2026
Q1 		– Sell
-6,842
Closed -$202K – 2162
2025
Q4 		$202K Buy
6,842
+46
+0.7% +$1.4K ﹤0.01% 1821
2025
Q3 		$209K Buy
+6,796
New +$222K ﹤0.01% 1653

Other funds holding HMC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Merit Financial Group increased its Honda (HMC) stake by 6.2% in Q3 2026, buying an estimated $15.1K and bringing the position to 8,367 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Merit Financial Group first reported a position in HMC in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold HMC as of Q3 2026.

  • Merit Financial Group held 8,367 shares of Honda worth $264K as of Q3 2026.
  • Merit Financial Group bought 492 Honda shares in Q3 2026, an estimated $15.1K.
  • Honda made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1999 holding.
  • Merit Financial Group first reported a position in Honda in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Honda as of Q3 2026.

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