MFG
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Merit Financial Group’s NewMarket NEU Stock Holding History

Merit Financial Group’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$787K Buy
994
+631
+174% +$455K ﹤0.01% 1213
2026
Q1 		$233K Sell
363
-190
-34% -$123K ﹤0.01% 1821
2025
Q4 		$380K Sell
553
-64
-10% -$48.9K ﹤0.01% 1441
2025
Q3 		$511K Buy
+617
New +$475K ﹤0.01% 1178

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Merit Financial Group increased its NewMarket (NEU) stake by 174% in Q2 2026, buying an estimated $455K and bringing the position to 994 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Merit Financial Group first reported a position in NEU in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Merit Financial Group held 994 shares of NewMarket worth $787K as of Q2 2026.
  • Merit Financial Group bought 631 NewMarket shares in Q2 2026, an estimated $455K.
  • NewMarket made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1213 holding.
  • Merit Financial Group first reported a position in NewMarket in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

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