Merit Financial Group’s ZIM Integrated Shipping Services ZIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000,000	Closed	-$312K	–	1876
2025 Q2	$312K	Sell	1,000,000 -1,300,000	-57%	-$20.5M	﹤0.01%	1318
2025 Q1	$737K	Buy	+2,300,000	New	+$43.2M	0.01%	775
2023 Q3	–	Sell	-480,000	Closed	-$2.5M	–	789
2023 Q2	$2.5M	Buy	+480,000	New	+$7.72M	0.08%	193

Other funds holding ZIM

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Merit Financial Group reduced its ZIM Integrated Shipping Services (ZIM) stake by 39% in Q2 2026, selling an estimated $258K and leaving 15,871 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Merit Financial Group first reported a position in ZIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.23M in Q4 2024. 41 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Merit Financial Group held 15,871 shares of ZIM Integrated Shipping Services worth $413K as of Q2 2026.
Merit Financial Group sold 9,996 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $258K.
ZIM Integrated Shipping Services made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1618 holding.
Merit Financial Group first reported a position in ZIM Integrated Shipping Services in Q4 2024 and has held it in 6 quarters since.
Merit Financial Group's ZIM Integrated Shipping Services position peaked at $2.23M in Q4 2024.
41 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

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