MFG
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Merit Financial Group’s Doximity DOCS Stock Holding History

Merit Financial Group’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,638
Closed -$318K – 2382
2026
Q1 		$318K Buy
+13,638
New +$425K ﹤0.01% 1619

Other funds holding DOCS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

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

Merit Financial Group sold out of Doximity (DOCS) in Q2 2026, closing a stake of 13,638 shares — an estimated $318K sold.

Merit Financial Group first reported a position in DOCS in Q1 2026 and held it in 1 quarter. The position peaked at $318K in Q1 2026. 36 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Merit Financial Group reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 13,638 Doximity shares in Q2 2026, an estimated $318K.
  • Merit Financial Group first reported a position in Doximity in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's Doximity position peaked at $318K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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