MFG
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Merit Financial Group’s Nasdaq NDAQ Stock Holding History

Merit Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
16,706
+2,097
+14% +$184K 0.01% 938
2026
Q1 		$1.24M Sell
14,609
-1,013
-6% -$90.8K 0.01% 880
2025
Q4 		$1.52M Buy
15,622
+1,977
+14% +$178K 0.01% 754
2025
Q3 		$1.21M Buy
13,645
+5,422
+66% +$502K 0.01% 767
2025
Q2 		$735K Buy
8,223
+4,577
+126% +$365K 0.01% 922
2025
Q1 		$277K Buy
+3,646
New +$287K ﹤0.01% 1154

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Merit Financial Group increased its Nasdaq (NDAQ) stake by 14% in Q2 2026, buying an estimated $184K and bringing the position to 16,706 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #938.

Merit Financial Group first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Merit Financial Group held 16,706 shares of Nasdaq worth $1.32M as of Q2 2026.
  • Merit Financial Group bought 2,097 Nasdaq shares in Q2 2026, an estimated $184K.
  • Nasdaq made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #938 holding.
  • Merit Financial Group first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Nasdaq position peaked at $1.52M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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