MFG
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Merit Financial Group’s Alector ALEC Stock Holding History

Merit Financial Group’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6K Buy
11,243
+315
+3% +$675 ﹤0.01% 2328
2026
Q1 		$23.5K Buy
+10,928
New +$21.9K ﹤0.01% 2094

Other funds holding ALEC

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Merit Financial Group increased its Alector (ALEC) stake by 2.9% in Q2 2026, buying an estimated $675 and bringing the position to 11,243 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Merit Financial Group first reported a position in ALEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.5K in Q1 2026. 7 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Merit Financial Group held 11,243 shares of Alector worth $22.6K as of Q2 2026.
  • Merit Financial Group bought 315 Alector shares in Q2 2026, an estimated $675.
  • Alector made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2328 holding.
  • Merit Financial Group first reported a position in Alector in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Alector position peaked at $23.5K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Alector as of Q2 2026.

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