MFG
U icon

Merit Financial Group’s Unity U Stock Holding History

Merit Financial Group’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
+38,808
New +$1.03M 0.01% 1034
2026
Q1 		– Sell
-7,483
Closed -$331K – 2198
2025
Q4 		$331K Buy
+7,483
New +$305K ﹤0.01% 1502
2025
Q2 		– Sell
-11,504
Closed -$225K – 1749
2025
Q1 		$225K Buy
+11,504
New +$260K ﹤0.01% 1239

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Merit Financial Group opened a new position in Unity (U) in Q2 2026: 38,808 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in U as recently as Q4 2025.

Merit Financial Group first reported a position in U in Q1 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Merit Financial Group held 38,808 shares of Unity worth $1.11M as of Q2 2026.
  • Unity was a new Merit Financial Group position in Q2 2026.
  • Unity made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1034 holding.
  • Merit Financial Group first reported a position in Unity in Q1 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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