MFG
XP icon

Merit Financial Group’s XP XP Stock Holding History

Merit Financial Group’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$321K Buy
19,737
+4,476
+29% +$79.8K ﹤0.01% 1777
2026
Q1 		$291K Buy
15,261
+1,948
+15% +$37.6K ﹤0.01% 1675
2025
Q4 		$218K Sell
13,313
-2,606
-16% -$45.9K ﹤0.01% 1771
2025
Q3 		$299K Buy
15,919
+2,426
+18% +$43.5K ﹤0.01% 1458
2025
Q2 		$273K Buy
13,493
+241
+2% +$4.16K ﹤0.01% 1390
2025
Q1 		$182K Buy
13,252
+1,680
+15% +$23.1K ﹤0.01% 1316
2024
Q4 		$137K Buy
+11,572
New +$182K ﹤0.01% 1118

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Merit Financial Group increased its XP (XP) stake by 29% in Q2 2026, buying an estimated $79.8K and bringing the position to 19,737 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Merit Financial Group first reported a position in XP in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Merit Financial Group held 19,737 shares of XP worth $321K as of Q2 2026.
  • Merit Financial Group bought 4,476 XP shares in Q2 2026, an estimated $79.8K.
  • XP made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1777 holding.
  • Merit Financial Group first reported a position in XP in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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