MFG
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Merit Financial Group’s Icahn Enterprises IEP Stock Holding History

Merit Financial Group’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.8K Buy
13,224
+203
+2% +$1.59K ﹤0.01% 2011
2025
Q4 		$98.3K Buy
13,021
+1,464
+13% +$11.8K ﹤0.01% 1895
2025
Q3 		$97.3K Sell
11,557
-92
-0.8% -$805 ﹤0.01% 1735
2025
Q2 		$93.7K Buy
11,649
+322
+3% +$2.75K ﹤0.01% 1639
2025
Q1 		$103K Sell
11,327
-28,258
-71% -$272K ﹤0.01% 1355
2024
Q4 		$343K Buy
+39,585
New +$479K 0.01% 877
2024
Q1 		– Sell
-58,870
Closed -$1.01M – 893
2023
Q4 		$1.01M Sell
58,870
-14,549
-20% -$255K 0.03% 313
2023
Q3 		$1.45M Sell
73,419
-5,406
-7% -$137K 0.05% 267
2023
Q2 		$2.29M Buy
+78,825
New +$2.87M 0.07% 199

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return