Merit Financial Group
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Merit Financial Group’s Eightco Holdings ORBS Stock Holding History

Merit Financial Group’s Portfolio ORBS Stock Details ORBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12,103
Closed -$8.42K – 2526
2026
Q2 		$8.42K Sell
12,103
-22,055
-65% -$19.8K ﹤0.01% 2353
2026
Q1 		$31.8K Buy
+34,158
New +$43.7K ﹤0.01% 2083

Other funds holding ORBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Merit Financial Group sold out of Eightco Holdings (ORBS) in Q3 2026, closing a stake of 12,103 shares — an estimated $8.42K sold.

Merit Financial Group first reported a position in ORBS in Q1 2026 and held it in 2 quarters. The position peaked at $31.8K in Q1 2026. 48 funds tracked by Wall St. Rank hold ORBS as of Q3 2026.

  • Merit Financial Group reported no remaining Eightco Holdings position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 12,103 Eightco Holdings shares in Q3 2026, an estimated $8.42K.
  • Merit Financial Group first reported a position in Eightco Holdings in Q1 2026 and held it in 2 quarters.
  • Merit Financial Group's Eightco Holdings position peaked at $31.8K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Eightco Holdings as of Q3 2026.

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