Merit Financial Group
SPXC icon

Merit Financial Group’s SPX Corp SPXC Stock Holding History

Merit Financial Group’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$433K Buy
2,555
+1,097
+75% +$223K ﹤0.01% 1655
2026
Q2 		$357K Sell
1,458
-62
-4% -$13.6K ﹤0.01% 1709
2026
Q1 		$304K Sell
1,520
-51
-3% -$11K ﹤0.01% 1647
2025
Q4 		$314K Buy
1,571
+346
+28% +$70.6K ﹤0.01% 1541
2025
Q3 		$229K Buy
+1,225
New +$226K ﹤0.01% 1588

Other funds holding SPXC

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

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

Merit Financial Group increased its SPX Corp (SPXC) stake by 75% in Q3 2026, buying an estimated $223K and bringing the position to 2,555 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Merit Financial Group first reported a position in SPXC in Q3 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

  • Merit Financial Group held 2,555 shares of SPX Corp worth $433K as of Q3 2026.
  • Merit Financial Group bought 1,097 SPX Corp shares in Q3 2026, an estimated $223K.
  • SPX Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1655 holding.
  • Merit Financial Group first reported a position in SPX Corp in Q3 2025 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

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