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Merit Financial Group’s Fate Therapeutics FATE Stock Holding History

Merit Financial Group’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.2K Buy
26,367
+8,608
+48% +$15.9K ﹤0.01% 2259
2026
Q1 		$21.3K Buy
+17,759
New +$21.6K ﹤0.01% 2096

Other funds holding FATE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Merit Financial Group increased its Fate Therapeutics (FATE) stake by 48% in Q2 2026, buying an estimated $15.9K and bringing the position to 26,367 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Merit Financial Group first reported a position in FATE in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Merit Financial Group held 26,367 shares of Fate Therapeutics worth $71.2K as of Q2 2026.
  • Merit Financial Group bought 8,608 Fate Therapeutics shares in Q2 2026, an estimated $15.9K.
  • Fate Therapeutics made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2259 holding.
  • Merit Financial Group first reported a position in Fate Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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