MFG
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Merit Financial Group’s Morningstar MORN Stock Holding History

Merit Financial Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$716K Buy
4,590
+1,852
+68% +$322K ﹤0.01% 1278
2026
Q1 		$463K Sell
2,738
-3,158
-54% -$587K ﹤0.01% 1414
2025
Q4 		$1.28M Buy
5,896
+2,815
+91% +$610K 0.01% 821
2025
Q3 		$715K Buy
3,081
+1,731
+128% +$461K 0.01% 999
2025
Q2 		$424K Buy
+1,350
New +$400K ﹤0.01% 1177

Other funds holding MORN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Merit Financial Group increased its Morningstar (MORN) stake by 68% in Q2 2026, buying an estimated $322K and bringing the position to 4,590 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Merit Financial Group first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Merit Financial Group held 4,590 shares of Morningstar worth $716K as of Q2 2026.
  • Merit Financial Group bought 1,852 Morningstar shares in Q2 2026, an estimated $322K.
  • Morningstar made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1278 holding.
  • Merit Financial Group first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Morningstar position peaked at $1.28M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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