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Merit Financial Group’s Life Time Group Holdings LTH Stock Holding History

Merit Financial Group’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,402
Closed -$253K – 2408
2026
Q1 		$253K Buy
9,402
+460
+5% +$12.7K ﹤0.01% 1764
2025
Q4 		$238K Buy
+8,942
New +$233K ﹤0.01% 1712

Other funds holding LTH

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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 LTH Position: Q2 2026 in Review

Merit Financial Group sold out of Life Time Group Holdings (LTH) in Q2 2026, closing a stake of 9,402 shares — an estimated $253K sold.

Merit Financial Group first reported a position in LTH in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q1 2026. 84 funds tracked by Wall St. Rank hold LTH as of Q2 2026.

  • Merit Financial Group reported no remaining Life Time Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 9,402 Life Time Group Holdings shares in Q2 2026, an estimated $253K.
  • Merit Financial Group first reported a position in Life Time Group Holdings in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's Life Time Group Holdings position peaked at $253K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2026.

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