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Merit Financial Group’s Roku ROKU Stock Holding History

Merit Financial Group’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.1K Buy
+500
New +$61K ﹤0.01% 2263

Other funds holding ROKU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Merit Financial Group reduced its Roku (ROKU) stake by 13% in Q2 2026, selling an estimated $305K and leaving 16,879 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #691.

Merit Financial Group first reported a position in ROKU in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.44M in Q4 2025. 137 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Merit Financial Group held 16,879 shares of Roku worth $2.33M as of Q2 2026.
  • Merit Financial Group sold 2,503 Roku shares in Q2 2026, an estimated $305K.
  • Roku made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #691 holding.
  • Merit Financial Group first reported a position in Roku in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Roku position peaked at $2.44M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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