MFG
ASST icon

Merit Financial Group’s Strive Inc ASST Stock Holding History

Merit Financial Group’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Buy
23,040
+2,082
+10% +$30.8K ﹤0.01% 1941
2026
Q1 		$210K Buy
+20,958
New +$261K ﹤0.01% 1896

Other funds holding ASST

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Merit Financial Group increased its Strive Inc (ASST) stake by 9.9% in Q2 2026, buying an estimated $30.8K and bringing the position to 23,040 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Merit Financial Group first reported a position in ASST in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Merit Financial Group held 23,040 shares of Strive Inc worth $251K as of Q2 2026.
  • Merit Financial Group bought 2,082 Strive Inc shares in Q2 2026, an estimated $30.8K.
  • Strive Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1941 holding.
  • Merit Financial Group first reported a position in Strive Inc in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

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