Merit Financial Group’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.4K	Buy	14,520 +1,365	+10%	+$4.56K	﹤0.01%	2290
2026 Q1	$40.3K	Buy	13,155 +623	+5%	+$3.16K	﹤0.01%	2070
2025 Q4	$106K	Buy	12,532 +58	+0.5%	+$682	﹤0.01%	1890
2025 Q3	$198K	Buy	12,474 +35	+0.3%	+$542	﹤0.01%	1682
2025 Q2	$174K	Buy	+12,439	New	+$125K	﹤0.01%	1581

Other funds holding HUCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Merit Financial Group increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 10% in Q2 2026, buying an estimated $4.56K and bringing the position to 14,520 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Merit Financial Group first reported a position in HUCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $198K in Q3 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Merit Financial Group held 14,520 shares of Huckleberry.ai, Inc. Class B Common Stock worth $45.4K as of Q2 2026.
Merit Financial Group bought 1,365 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $4.56K.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2290 holding.
Merit Financial Group first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's Huckleberry.ai, Inc. Class B Common Stock position peaked at $198K in Q3 2025.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

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