Merit Financial Group
S icon

Merit Financial Group’s SentinelOne S Stock Holding History

Merit Financial Group’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.41M Sell
101,348
-5,453
-5% -$113K 0.01% 726
2026
Q2 		$1.81M Buy
106,801
+38,173
+56% +$587K 0.01% 794
2026
Q1 		$884K Buy
68,628
+39,139
+133% +$543K 0.01% 1045
2025
Q4 		$442K Buy
+29,489
New +$483K ﹤0.01% 1368
2025
Q2 		– Sell
-13,740
Closed -$250K – 1745
2025
Q1 		$250K Buy
+13,740
New +$298K ﹤0.01% 1200

Other funds holding S

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

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

Merit Financial Group reduced its SentinelOne (S) stake by 5.1% in Q3 2026, selling an estimated $113K and leaving 101,348 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #726.

Merit Financial Group first reported a position in S in Q1 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Merit Financial Group held 101,348 shares of SentinelOne worth $2.41M as of Q3 2026.
  • Merit Financial Group sold 5,453 SentinelOne shares in Q3 2026, an estimated $113K.
  • SentinelOne made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #726 holding.
  • Merit Financial Group first reported a position in SentinelOne in Q1 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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