Merit Financial Group’s Kinetik KNTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	5,725 +595	+12%	+$28.4K	﹤0.01%	1859
2026 Q1	$248K	Buy	+5,130	New	+$218K	﹤0.01%	1777
2025 Q4	–	Sell	-5,022	Closed	-$215K	–	1997
2025 Q3	$215K	Buy	5,022 +104	+2%	+$4.4K	﹤0.01%	1634
2025 Q2	$217K	Sell	4,918 -21	-0.4%	-$922	﹤0.01%	1515
2025 Q1	$257K	Buy	4,939 +9	+0.2%	+$528	﹤0.01%	1185
2024 Q4	$280K	Sell	4,930 -501	-9%	-$27.1K	0.01%	958
2024 Q3	$246K	Buy	+5,431	New	+$235K	0.01%	730
2023 Q3	–	Sell	-9,576	Closed	-$337K	–	768
2023 Q2	$337K	Buy	+9,576	New	+$304K	0.01%	567

Other funds holding KNTK

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Merit Financial Group increased its Kinetik (KNTK) stake by 12% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,725 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Merit Financial Group first reported a position in KNTK in Q2 2023 and has held it in 8 quarters since. The position peaked at $337K in Q2 2023. 37 funds tracked by Wall St. Rank hold KNTK as of Q2 2026.

Merit Financial Group held 5,725 shares of Kinetik worth $277K as of Q2 2026.
Merit Financial Group bought 595 Kinetik shares in Q2 2026, an estimated $28.4K.
Kinetik made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1859 holding.
Merit Financial Group first reported a position in Kinetik in Q2 2023 and has held it in 8 quarters since.
Merit Financial Group's Kinetik position peaked at $337K in Q2 2023.
37 funds tracked by Wall St. Rank held Kinetik as of Q2 2026.

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