MFG
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Merit Financial Group’s EastGroup Properties EGP Stock Holding History

Merit Financial Group’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
1,360
+142
+12% +$28.4K ﹤0.01% 1863
2026
Q1 		$226K Sell
1,218
-16
-1% -$2.99K ﹤0.01% 1849
2025
Q4 		$220K Buy
+1,234
New +$219K ﹤0.01% 1767

Other funds holding EGP

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Merit Financial Group increased its EastGroup Properties (EGP) stake by 12% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,360 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Merit Financial Group first reported a position in EGP in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Merit Financial Group held 1,360 shares of EastGroup Properties worth $275K as of Q2 2026.
  • Merit Financial Group bought 142 EastGroup Properties shares in Q2 2026, an estimated $28.4K.
  • EastGroup Properties made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1863 holding.
  • Merit Financial Group first reported a position in EastGroup Properties in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

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