Merit Financial Group
VAC icon

Merit Financial Group’s Marriott Vacations Worldwide VAC Stock Holding History

Merit Financial Group’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$235K Buy
2,296
+74
+3% +$7.74K ﹤0.01% 2084
2026
Q2 		$226K Buy
+2,222
New +$178K ﹤0.01% 2020
2025
Q1 		– Sell
-2,383
Closed -$214K – 1445
2024
Q4 		$214K Buy
+2,383
New +$206K ﹤0.01% 1073

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New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Merit Financial Group increased its Marriott Vacations Worldwide (VAC) stake by 3.3% in Q3 2026, buying an estimated $7.74K and bringing the position to 2,296 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Merit Financial Group first reported a position in VAC in Q4 2024 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • Merit Financial Group held 2,296 shares of Marriott Vacations Worldwide worth $235K as of Q3 2026.
  • Merit Financial Group bought 74 Marriott Vacations Worldwide shares in Q3 2026, an estimated $7.74K.
  • Marriott Vacations Worldwide made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2084 holding.
  • Merit Financial Group first reported a position in Marriott Vacations Worldwide in Q4 2024 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

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