Merit Financial Group’s Everpure Inc P Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Sell	27,403 -657	-2%	-$48.1K	0.01%	720
2026 Q1	$1.66M	Buy	28,060 +2,489	+10%	+$169K	0.01%	759
2025 Q4	$1.71M	Sell	25,571 -372	-1%	-$31.1K	0.01%	704
2025 Q3	$2.17M	Buy	25,943 +15,382	+146%	+$1.02M	0.02%	551
2025 Q2	$608K	Buy	10,561 +4,554	+76%	+$227K	0.01%	1008
2025 Q1	$266K	Buy	6,007 +891	+17%	+$53.7K	﹤0.01%	1169
2024 Q4	$314K	Buy	+5,116	New	+$285K	0.01%	912

Other funds holding P

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Merit Financial Group reduced its Everpure Inc (P) stake by 2.3% in Q2 2026, selling an estimated $48.1K and leaving 27,403 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #720.

Merit Financial Group first reported a position in P in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q3 2025. 127 funds tracked by Wall St. Rank hold P as of Q2 2026.

Merit Financial Group held 27,403 shares of Everpure Inc worth $2.16M as of Q2 2026.
Merit Financial Group sold 657 Everpure Inc shares in Q2 2026, an estimated $48.1K.
Everpure Inc made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #720 holding.
Merit Financial Group first reported a position in Everpure Inc in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Everpure Inc position peaked at $2.17M in Q3 2025.
127 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

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