Merit Financial Group
TTD icon

Merit Financial Group’s Trade Desk TTD Stock Holding History

Merit Financial Group’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$179K Buy
+14,747
New +$231K ﹤0.01% 2242
2026
Q2 		– Sell
-15,315
Closed -$348K – 2448
2026
Q1 		$348K Sell
15,315
-12,809
-46% -$370K ﹤0.01% 1578
2025
Q4 		$1.07M Buy
28,124
+22,143
+370% +$982K 0.01% 921
2025
Q3 		$293K Sell
5,981
-735
-11% -$46.6K ﹤0.01% 1474
2025
Q2 		$483K Sell
6,716
-272
-4% -$17.4K 0.01% 1123
2025
Q1 		$382K Buy
6,988
+118
+2% +$10.7K 0.01% 1042
2024
Q4 		$807K Buy
6,870
+989
+17% +$122K 0.01% 561
2024
Q3 		$645K Buy
5,881
+2,062
+54% +$206K 0.01% 508
2024
Q2 		$373K Buy
3,819
+45
+1% +$4.06K 0.01% 654
2024
Q1 		$334K Buy
3,774
+886
+31% +$67.1K 0.01% 671
2023
Q4 		$208K Sell
2,888
-96
-3% -$7.05K 0.01% 721
2023
Q3 		$233K Sell
2,984
-1,420
-32% -$115K 0.01% 660
2023
Q2 		$340K Buy
+4,404
New +$298K 0.01% 563

Other funds holding TTD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Merit Financial Group opened a new position in Trade Desk (TTD) in Q3 2026: 14,747 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #2242 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in TTD as recently as Q1 2026.

Merit Financial Group first reported a position in TTD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2025. 350 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

  • Merit Financial Group held 14,747 shares of Trade Desk worth $179K as of Q3 2026.
  • Trade Desk was a new Merit Financial Group position in Q3 2026.
  • Trade Desk made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2242 holding.
  • Merit Financial Group first reported a position in Trade Desk in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Trade Desk position peaked at $1.07M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

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