Merit Financial Group’s SITE Centers SITC Stock Holding History

Merit Financial Group’s Portfolio SITC Stock Details SITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,087	Closed	-$40K	–	2563
2026 Q2	$40K	Buy	+10,087	New	+$52.6K	﹤0.01%	2305

Other funds holding SITC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Merit Financial Group sold out of SITE Centers (SITC) in Q3 2026, closing a stake of 10,087 shares — an estimated $40K sold.

Merit Financial Group first reported a position in SITC in Q2 2026 and held it in 1 quarter. The position peaked at $40K in Q2 2026. 127 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

Merit Financial Group reported no remaining SITE Centers position as of Q3 2026 after selling out during the quarter.
Merit Financial Group sold 10,087 SITE Centers shares in Q3 2026, an estimated $40K.
Merit Financial Group first reported a position in SITE Centers in Q2 2026 and held it in 1 quarter.
Merit Financial Group's SITE Centers position peaked at $40K in Q2 2026.
127 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

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