MFG
IBKR icon

Merit Financial Group’s Interactive Brokers IBKR Stock Holding History

Merit Financial Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$790K Sell
9,077
-165
-2% -$13.7K ﹤0.01% 1207
2026
Q1 		$620K Buy
9,242
+1,581
+21% +$113K ﹤0.01% 1243
2025
Q4 		$493K Buy
7,661
+1,437
+23% +$96.2K ﹤0.01% 1314
2025
Q3 		$428K Buy
6,224
+590
+10% +$37.1K ﹤0.01% 1273
2025
Q2 		$312K Buy
+5,634
New +$267K ﹤0.01% 1317

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

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

Merit Financial Group reduced its Interactive Brokers (IBKR) stake by 1.8% in Q2 2026, selling an estimated $13.7K and leaving 9,077 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Merit Financial Group first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Merit Financial Group held 9,077 shares of Interactive Brokers worth $790K as of Q2 2026.
  • Merit Financial Group sold 165 Interactive Brokers shares in Q2 2026, an estimated $13.7K.
  • Interactive Brokers made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1207 holding.
  • Merit Financial Group first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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