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Estate Planners Group’s Mitek Systems MITK Stock Holding History

Estate Planners Group’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-600
Closed -$6.33K – 285
2025
Q4 		$6.33K Buy
+600
New +$5.67K ﹤0.01% 317

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Invesco
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Dimensional Fund Advisors
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TCM
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Vanguard Portfolio Management
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Estate Planners Group's MITK Position: Q1 2026 in Review

Estate Planners Group sold out of Mitek Systems (MITK) in Q1 2026, closing a stake of 600 shares — an estimated $6.33K sold.

Estate Planners Group first reported a position in MITK in Q4 2025 and held it in 1 quarter. The position peaked at $6.33K in Q4 2025. 191 funds tracked by Wall St. Rank hold MITK as of Q1 2026.

  • Estate Planners Group reported no remaining Mitek Systems position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 600 Mitek Systems shares in Q1 2026, an estimated $6.33K.
  • Estate Planners Group first reported a position in Mitek Systems in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Mitek Systems position peaked at $6.33K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Mitek Systems as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.