MFG
ROAD icon

Merit Financial Group’s Construction Partners ROAD Stock Holding History

Merit Financial Group’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,773
Closed -$225K – 2015
2025
Q3 		$225K Sell
1,773
-142
-7% -$16.2K ﹤0.01% 1601
2025
Q2 		$204K Buy
+1,915
New +$179K ﹤0.01% 1552

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Merit Financial Group's ROAD Position: Q4 2025 in Review

Merit Financial Group sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 1,773 shares — an estimated $225K sold.

Merit Financial Group first reported a position in ROAD in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Merit Financial Group reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 1,773 Construction Partners shares in Q4 2025, an estimated $225K.
  • Merit Financial Group first reported a position in Construction Partners in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's Construction Partners position peaked at $225K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.