Merit Financial Group
L icon

Merit Financial Group’s Loews L Stock Holding History

Merit Financial Group’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$441K Buy
4,223
+525
+14% +$58.8K ﹤0.01% 1649
2026
Q2 		$419K Buy
3,698
+350
+10% +$37.9K ﹤0.01% 1604
2026
Q1 		$357K Buy
3,348
+261
+8% +$27.9K ﹤0.01% 1563
2025
Q4 		$325K Sell
3,087
-263
-8% -$27.2K ﹤0.01% 1511
2025
Q3 		$336K Buy
3,350
+763
+29% +$72.1K ﹤0.01% 1374
2025
Q2 		$237K Buy
+2,587
New +$227K ﹤0.01% 1464

Other funds holding L

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Merit Financial Group increased its Loews (L) stake by 14% in Q3 2026, buying an estimated $58.8K and bringing the position to 4,223 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Merit Financial Group first reported a position in L in Q2 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Merit Financial Group held 4,223 shares of Loews worth $441K as of Q3 2026.
  • Merit Financial Group bought 525 Loews shares in Q3 2026, an estimated $58.8K.
  • Loews made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1649 holding.
  • Merit Financial Group first reported a position in Loews in Q2 2025 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held Loews as of Q3 2026.

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