MFG
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Merit Financial Group’s Idacorp IDA Stock Holding History

Merit Financial Group’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$606K Buy
4,005
+2,045
+104% +$294K ﹤0.01% 1384
2026
Q1 		$280K Sell
1,960
-307
-14% -$42.1K ﹤0.01% 1698
2025
Q4 		$287K Buy
2,267
+580
+34% +$75.5K ﹤0.01% 1583
2025
Q3 		$223K Buy
+1,687
New +$209K ﹤0.01% 1608

Other funds holding IDA

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Merit Financial Group increased its Idacorp (IDA) stake by 104% in Q2 2026, buying an estimated $294K and bringing the position to 4,005 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Merit Financial Group first reported a position in IDA in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Merit Financial Group held 4,005 shares of Idacorp worth $606K as of Q2 2026.
  • Merit Financial Group bought 2,045 Idacorp shares in Q2 2026, an estimated $294K.
  • Idacorp made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1384 holding.
  • Merit Financial Group first reported a position in Idacorp in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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