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Southern Financial Group’s Merck MRK Stock Holding History

Southern Financial Group’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
2,560
+17
+0.7% +$1.99K 0.08% 61
2026
Q1 		$306K Buy
2,543
+23
+0.9% +$2.65K 0.09% 62
2025
Q4 		$265K Buy
+2,520
New +$237K 0.08% 64

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Southern Financial Group's MRK Position: Q2 2026 in Review

Southern Financial Group increased its Merck (MRK) stake by 0.67% in Q2 2026, buying an estimated $1.99K and bringing the position to 2,560 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #61.

Southern Financial Group first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 2,235 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Southern Financial Group held 2,560 shares of Merck worth $329K as of Q2 2026.
  • Southern Financial Group bought 17 Merck shares in Q2 2026, an estimated $1.99K.
  • Merck made up 0.08% of Southern Financial Group's portfolio in Q2 2026, its #61 holding.
  • Southern Financial Group first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 2,235 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.