Merit Financial Group
PATK icon

Merit Financial Group’s Patrick Industries PATK Stock Holding History

Merit Financial Group’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,853
Closed -$256K – 2534
2026
Q2 		$256K Buy
+2,853
New +$272K ﹤0.01% 1928

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Channing Capital Management
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Bank of New York Mellon
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Congress Asset Management
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Principal Financial Group
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Argent Capital Management
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Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

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

Merit Financial Group sold out of Patrick Industries (PATK) in Q3 2026, closing a stake of 2,853 shares — an estimated $256K sold.

Merit Financial Group first reported a position in PATK in Q2 2026 and held it in 1 quarter. The position peaked at $256K in Q2 2026. 124 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Merit Financial Group reported no remaining Patrick Industries position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 2,853 Patrick Industries shares in Q3 2026, an estimated $256K.
  • Merit Financial Group first reported a position in Patrick Industries in Q2 2026 and held it in 1 quarter.
  • Merit Financial Group's Patrick Industries position peaked at $256K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

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