Merit Financial Group’s HighPeak Energy HPK Stock Holding History

Merit Financial Group’s Portfolio HPK Stock Details HPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143K	Buy	+20,436	New	+$141K	﹤0.01%	2180

Other funds holding HPK

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Merit Financial Group opened a new position in HighPeak Energy (HPK) in Q2 2026: 20,436 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #2180 among its holdings.

11 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

Merit Financial Group held 20,436 shares of HighPeak Energy worth $143K as of Q2 2026.
HighPeak Energy was a new Merit Financial Group position in Q2 2026.
HighPeak Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2180 holding.
11 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

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