MFG
EXFY icon

Merit Financial Group’s Expensify EXFY Stock Holding History

Merit Financial Group’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.5K Buy
23,170
+10,990
+90% +$12.3K ﹤0.01% 2298
2026
Q1 		$10.6K Buy
+12,180
New +$14.4K ﹤0.01% 2105

Other funds holding EXFY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

Merit Financial Group increased its Expensify (EXFY) stake by 90% in Q2 2026, buying an estimated $12.3K and bringing the position to 23,170 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Merit Financial Group first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Merit Financial Group held 23,170 shares of Expensify worth $41.5K as of Q2 2026.
  • Merit Financial Group bought 10,990 Expensify shares in Q2 2026, an estimated $12.3K.
  • Expensify made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2298 holding.
  • Merit Financial Group first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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