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Merit Financial Group’s AvePoint AVPT Stock Holding History

Merit Financial Group’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
21,446
+9,846
+85% +$101K ﹤0.01% 1975
2026
Q1 		$110K Buy
+11,600
New +$131K ﹤0.01% 2001

Other funds holding AVPT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Merit Financial Group increased its AvePoint (AVPT) stake by 85% in Q2 2026, buying an estimated $101K and bringing the position to 21,446 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Merit Financial Group first reported a position in AVPT in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Merit Financial Group held 21,446 shares of AvePoint worth $240K as of Q2 2026.
  • Merit Financial Group bought 9,846 AvePoint shares in Q2 2026, an estimated $101K.
  • AvePoint made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1975 holding.
  • Merit Financial Group first reported a position in AvePoint in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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