MFG
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Merit Financial Group’s S&P Global SPGI Stock Holding History

Merit Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.98M Sell
24,511
-6,966
-22% -$2.94M 0.06% 259
2026
Q1 		$13.4M Buy
31,477
+4,153
+15% +$1.93M 0.1% 189
2025
Q4 		$14.3M Buy
27,324
+156
+0.6% +$77.2K 0.11% 150
2025
Q3 		$13.2M Buy
27,168
+1,972
+8% +$1.06M 0.12% 138
2025
Q2 		$13.3M Buy
25,196
+1,875
+8% +$936K 0.15% 108
2025
Q1 		$11.8M Buy
23,321
+3,251
+16% +$1.66M 0.18% 97
2024
Q4 		$10M Buy
20,070
+1,982
+11% +$1.01M 0.18% 105
2024
Q3 		$9.34M Sell
18,088
-383
-2% -$190K 0.21% 85
2024
Q2 		$8.24M Buy
18,471
+889
+5% +$381K 0.18% 92
2024
Q1 		$7.48M Buy
17,582
+4,198
+31% +$1.82M 0.18% 96
2023
Q4 		$5.9M Sell
13,384
-1,115
-8% -$440K 0.18% 81
2023
Q3 		$5.3M Buy
14,499
+524
+4% +$206K 0.17% 92
2023
Q2 		$5.6M Buy
13,975
+699
+5% +$255K 0.18% 85
2023
Q1 		$4.58M Buy
13,276
+1,975
+17% +$695K 0.17% 94
2022
Q4 		$3.79M Buy
11,301
+2,907
+35% +$958K 0.14% 115
2022
Q3 		$2.56M Buy
8,394
+7,384
+731% +$2.64M 0.11% 128
2022
Q2 		$340K Buy
+1,010
New +$360K 0.01% 423

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Merit Financial Group reduced its S&P Global (SPGI) stake by 22% in Q2 2026, selling an estimated $2.94M and leaving 24,511 shares worth $9.98M. The position accounts for 0.06% of the portfolio, ranked #259.

Merit Financial Group first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.3M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Merit Financial Group held 24,511 shares of S&P Global worth $9.98M as of Q2 2026.
  • Merit Financial Group sold 6,966 S&P Global shares in Q2 2026, an estimated $2.94M.
  • S&P Global made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #259 holding.
  • Merit Financial Group first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's S&P Global position peaked at $14.3M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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