Merit Financial Group’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47M	Buy	14,563 +1,256	+9%	+$194K	0.02%	663
2026 Q1	$1.68M	Buy	13,307 +2,148	+19%	+$275K	0.01%	752
2025 Q4	$1.44M	Buy	11,159 +1,085	+11%	+$130K	0.01%	772
2025 Q3	$1.17M	Buy	10,074 +210	+2%	+$23.4K	0.01%	786
2025 Q2	$1.05M	Buy	9,864 +4,018	+69%	+$372K	0.01%	767
2025 Q1	$523K	Buy	5,846 +1,822	+45%	+$174K	0.01%	913
2024 Q4	$395K	Buy	+4,024	New	+$381K	0.01%	811
2024 Q3	–	Sell	-4,185	Closed	-$310K	–	948
2024 Q2	$310K	Buy	4,185 +373	+10%	+$27.8K	0.01%	715
2024 Q1	$284K	Buy	+3,812	New	+$283K	0.01%	733

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Merit Financial Group increased its State Street (STT) stake by 9.4% in Q2 2026, buying an estimated $194K and bringing the position to 14,563 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #663.

Merit Financial Group first reported a position in STT in Q1 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Merit Financial Group held 14,563 shares of State Street worth $2.47M as of Q2 2026.
Merit Financial Group bought 1,256 State Street shares in Q2 2026, an estimated $194K.
State Street made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #663 holding.
Merit Financial Group first reported a position in State Street in Q1 2024 and has held it in 9 quarters since.
248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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