MFG
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Merit Financial Group’s PagerDuty PD Stock Holding History

Merit Financial Group’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Buy
36,559
+19,075
+109% +$144K ﹤0.01% 1718
2026
Q1 		$109K Buy
+17,484
New +$151K ﹤0.01% 2003

Other funds holding PD

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Merit Financial Group increased its PagerDuty (PD) stake by 109% in Q2 2026, buying an estimated $144K and bringing the position to 36,559 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Merit Financial Group first reported a position in PD in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Merit Financial Group held 36,559 shares of PagerDuty worth $353K as of Q2 2026.
  • Merit Financial Group bought 19,075 PagerDuty shares in Q2 2026, an estimated $144K.
  • PagerDuty made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1718 holding.
  • Merit Financial Group first reported a position in PagerDuty in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

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