MFG
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Merit Financial Group’s MKS Inc MKSI Stock Holding History

Merit Financial Group’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Buy
4,854
+590
+14% +$185K 0.01% 721
2026
Q1 		$980K Buy
4,264
+853
+25% +$193K 0.01% 989
2025
Q4 		$545K Buy
3,411
+476
+16% +$70.6K ﹤0.01% 1269
2025
Q3 		$363K Buy
2,935
+427
+17% +$45.5K ﹤0.01% 1335
2025
Q2 		$249K Buy
+2,508
New +$204K ﹤0.01% 1434

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

Merit Financial Group increased its MKS Inc (MKSI) stake by 14% in Q2 2026, buying an estimated $185K and bringing the position to 4,854 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #721.

Merit Financial Group first reported a position in MKSI in Q2 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Merit Financial Group held 4,854 shares of MKS Inc worth $2.16M as of Q2 2026.
  • Merit Financial Group bought 590 MKS Inc shares in Q2 2026, an estimated $185K.
  • MKS Inc made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #721 holding.
  • Merit Financial Group first reported a position in MKS Inc in Q2 2025 and has held it in 5 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

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