MFG
SAIL

Merit Financial Group’s SailPoint Inc SAIL Stock Holding History

Merit Financial Group’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,634
Closed -$181K – 2465
2026
Q1 		$181K Buy
+13,634
New +$213K ﹤0.01% 1953

Other funds holding SAIL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Merit Financial Group sold out of SailPoint Inc (SAIL) in Q2 2026, closing a stake of 13,634 shares — an estimated $181K sold.

Merit Financial Group first reported a position in SAIL in Q1 2026 and held it in 1 quarter. The position peaked at $181K in Q1 2026. 23 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Merit Financial Group reported no remaining SailPoint Inc position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 13,634 SailPoint Inc shares in Q2 2026, an estimated $181K.
  • Merit Financial Group first reported a position in SailPoint Inc in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's SailPoint Inc position peaked at $181K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

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