Position in SF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$581,041
-$1,050,741 QoQ
Shares Held
8,328
-62.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 592 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $66,761,336 across 25 Capital Markets names. SF ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,097 | $22,348,237 | |
| 2 | MS |
Morgan Stanley
|
106,437 | $22,249,586 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,252 | $6,482,146 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,028 | $2,509,803 | |
| 5 | EVR |
Evercore Inc.
|
7,157 | $2,443,683 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
35,494 | $1,773,987 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
4,730 | $1,332,343 | |
| 8 | TW |
Tradeweb Markets Inc.
|
10,366 | $1,033,073 |
All Filings in SF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,041 | 8,328 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,631,782 | 22,075 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,206,868 | 9,638 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $725,979 | 6,398 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $597,150 | 5,754 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,135,078 | 12,042 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $205,370 | 1,936 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||