MFG
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Merit Financial Group’s Nice NICE Stock Holding History

Merit Financial Group’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,131
Closed -$235K – 2416
2026
Q1 		$235K Buy
2,131
+331
+18% +$37.8K ﹤0.01% 1813
2025
Q4 		$203K Sell
1,800
-123
-6% -$14.9K ﹤0.01% 1812
2025
Q3 		$278K Buy
1,923
+269
+16% +$40.4K ﹤0.01% 1498
2025
Q2 		$279K Buy
+1,654
New +$266K ﹤0.01% 1377

Other funds holding NICE

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

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

Merit Financial Group sold out of Nice (NICE) in Q2 2026, closing a stake of 2,131 shares — an estimated $235K sold.

Merit Financial Group first reported a position in NICE in Q2 2025 and held it in 4 quarters. The position peaked at $279K in Q2 2025. 55 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Merit Financial Group reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 2,131 Nice shares in Q2 2026, an estimated $235K.
  • Merit Financial Group first reported a position in Nice in Q2 2025 and held it in 4 quarters.
  • Merit Financial Group's Nice position peaked at $279K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Nice as of Q2 2026.

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