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Merit Financial Group’s Portland General Electric POR Stock Holding History

Merit Financial Group’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$604K Buy
11,661
+2,700
+30% +$137K ﹤0.01% 1387
2026
Q1 		$473K Buy
8,961
+2,807
+46% +$144K ﹤0.01% 1405
2025
Q4 		$295K Buy
+6,154
New +$291K ﹤0.01% 1568

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Merit Financial Group increased its Portland General Electric (POR) stake by 30% in Q2 2026, buying an estimated $137K and bringing the position to 11,661 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Merit Financial Group first reported a position in POR in Q4 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Merit Financial Group held 11,661 shares of Portland General Electric worth $604K as of Q2 2026.
  • Merit Financial Group bought 2,700 Portland General Electric shares in Q2 2026, an estimated $137K.
  • Portland General Electric made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1387 holding.
  • Merit Financial Group first reported a position in Portland General Electric in Q4 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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