MFG
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Merit Financial Group’s Tapestry TPR Stock Holding History

Merit Financial Group’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.98M Sell
27,191
-1,496
-5% -$214K 0.02% 495
2026
Q1 		$4.05M Buy
28,687
+384
+1% +$54.4K 0.03% 450
2025
Q4 		$3.62M Buy
28,303
+56
+0.2% +$6.4K 0.03% 446
2025
Q3 		$3.2M Buy
28,247
+2,399
+9% +$251K 0.03% 423
2025
Q2 		$2.27M Buy
25,848
+2,766
+12% +$209K 0.03% 483
2025
Q1 		$1.63M Buy
23,082
+10,879
+89% +$823K 0.02% 491
2024
Q4 		$797K Buy
+12,203
New +$666K 0.01% 565

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Merit Financial Group reduced its Tapestry (TPR) stake by 5.2% in Q2 2026, selling an estimated $214K and leaving 27,191 shares worth $3.98M. The position accounts for 0.02% of the portfolio, ranked #495.

Merit Financial Group first reported a position in TPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q1 2026. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Merit Financial Group held 27,191 shares of Tapestry worth $3.98M as of Q2 2026.
  • Merit Financial Group sold 1,496 Tapestry shares in Q2 2026, an estimated $214K.
  • Tapestry made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #495 holding.
  • Merit Financial Group first reported a position in Tapestry in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Tapestry position peaked at $4.05M in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

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