MFG
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Merit Financial Group’s Arteris AIP Stock Holding History

Merit Financial Group’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Buy
+6,696
New +$214K ﹤0.01% 1766

Other funds holding AIP

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM

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

Merit Financial Group opened a new position in Arteris (AIP) in Q2 2026: 6,696 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings.

18 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Merit Financial Group held 6,696 shares of Arteris worth $325K as of Q2 2026.
  • Arteris was a new Merit Financial Group position in Q2 2026.
  • Arteris made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1766 holding.
  • 18 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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