Merit Financial Group
JELD icon

Merit Financial Group’s JELD-WEN Holding JELD Stock Holding History

Merit Financial Group’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.4K Sell
12,186
-14,778
-55% -$25.8K ﹤0.01% 2396
2026
Q2 		$40.4K Buy
26,964
+13,676
+103% +$21.1K ﹤0.01% 2304
2026
Q1 		$16.5K Buy
+13,288
New +$29.1K ﹤0.01% 2102

Other funds holding JELD

Turtle Creek Asset Management
Turtle Creek Asset Management Toronto, Ontario, Canada $2.43B AUM 5.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Icon Advisers
Icon Advisers Greenwood Village, Colorado $501M AUM 39.03% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return

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

Merit Financial Group reduced its JELD-WEN Holding (JELD) stake by 55% in Q3 2026, selling an estimated $25.8K and leaving 12,186 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Merit Financial Group first reported a position in JELD in Q1 2026 and has held it in 3 quarters since. The position peaked at $40.4K in Q2 2026. 89 funds tracked by Wall St. Rank hold JELD as of Q3 2026.

  • Merit Financial Group held 12,186 shares of JELD-WEN Holding worth $22.4K as of Q3 2026.
  • Merit Financial Group sold 14,778 JELD-WEN Holding shares in Q3 2026, an estimated $25.8K.
  • JELD-WEN Holding made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2396 holding.
  • Merit Financial Group first reported a position in JELD-WEN Holding in Q1 2026 and has held it in 3 quarters since.
  • Merit Financial Group's JELD-WEN Holding position peaked at $40.4K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2026.

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