Merit Financial Group
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Merit Financial Group’s Iovance Biotherapeutics IOVA Stock Holding History

Merit Financial Group’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$406K Buy
27,367
+2,531
+10% +$18.1K ﹤0.01% 1707
2026
Q2 		$103K Buy
+24,836
New +$94.4K ﹤0.01% 2218

Other funds holding IOVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Merit Financial Group's IOVA Position: Q3 2026 in Review

Merit Financial Group increased its Iovance Biotherapeutics (IOVA) stake by 10% in Q3 2026, buying an estimated $18.1K and bringing the position to 27,367 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Merit Financial Group first reported a position in IOVA in Q2 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Merit Financial Group held 27,367 shares of Iovance Biotherapeutics worth $406K as of Q3 2026.
  • Merit Financial Group bought 2,531 Iovance Biotherapeutics shares in Q3 2026, an estimated $18.1K.
  • Iovance Biotherapeutics made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1707 holding.
  • Merit Financial Group first reported a position in Iovance Biotherapeutics in Q2 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.