MFG
SII

Merit Financial Group’s Sprott SII Stock Holding History

Merit Financial Group’s Portfolio SII Stock Details SII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,439
Closed -$206K – 2435
2026
Q1 		$206K Buy
+1,439
New +$192K ﹤0.01% 1910

Other funds holding SII

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

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

Merit Financial Group sold out of Sprott (SII) in Q2 2026, closing a stake of 1,439 shares — an estimated $206K sold.

Merit Financial Group first reported a position in SII in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 19 funds tracked by Wall St. Rank hold SII as of Q2 2026.

  • Merit Financial Group reported no remaining Sprott position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 1,439 Sprott shares in Q2 2026, an estimated $206K.
  • Merit Financial Group first reported a position in Sprott in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's Sprott position peaked at $206K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Sprott as of Q2 2026.

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