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Merit Financial Group’s Real Brokerage REAX Stock Holding History

Merit Financial Group’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.7K Buy
21,254
+367
+2% +$745 ﹤0.01% 2311
2026
Q1 		$52.2K Buy
20,887
+1,750
+9% +$5.29K ﹤0.01% 2055
2025
Q4 		$69.9K Buy
19,137
+3,053
+19% +$11.8K ﹤0.01% 1919
2025
Q3 		$67.2K Buy
+16,084
New +$72.6K ﹤0.01% 1761

Other funds holding REAX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Merit Financial Group increased its Real Brokerage (REAX) stake by 1.8% in Q2 2026, buying an estimated $745 and bringing the position to 21,254 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Merit Financial Group first reported a position in REAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.9K in Q4 2025. 10 funds tracked by Wall St. Rank hold REAX as of Q2 2026.

  • Merit Financial Group held 21,254 shares of Real Brokerage worth $38.7K as of Q2 2026.
  • Merit Financial Group bought 367 Real Brokerage shares in Q2 2026, an estimated $745.
  • Real Brokerage made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2311 holding.
  • Merit Financial Group first reported a position in Real Brokerage in Q3 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Real Brokerage position peaked at $69.9K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2026.

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