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Merit Financial Group’s Sana Biotechnology SANA Stock Holding History

Merit Financial Group’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.6K Sell
14,488
-11,570
-44% -$37.3K ﹤0.01% 2281
2026
Q1 		$75K Sell
26,058
-227
-0.9% -$894 ﹤0.01% 2036
2025
Q4 		$107K Buy
26,285
+2,044
+8% +$9.15K ﹤0.01% 1888
2025
Q3 		$86.1K Buy
24,241
+96
+0.4% +$347 ﹤0.01% 1748
2025
Q2 		$65.9K Buy
+24,145
New +$49.8K ﹤0.01% 1657

Other funds holding SANA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Merit Financial Group reduced its Sana Biotechnology (SANA) stake by 44% in Q2 2026, selling an estimated $37.3K and leaving 14,488 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Merit Financial Group first reported a position in SANA in Q2 2025 and has held it in 5 quarters since. The position peaked at $107K in Q4 2025. 8 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

  • Merit Financial Group held 14,488 shares of Sana Biotechnology worth $50.6K as of Q2 2026.
  • Merit Financial Group sold 11,570 Sana Biotechnology shares in Q2 2026, an estimated $37.3K.
  • Sana Biotechnology made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2281 holding.
  • Merit Financial Group first reported a position in Sana Biotechnology in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Sana Biotechnology position peaked at $107K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

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