Merit Financial Group’s XPO XPO Stock Holding History

Merit Financial Group’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$416K	Buy	2,026 +3	+0.1%	+$635	﹤0.01%	1611
2026 Q1	$394K	Sell	2,023 -1,186	-37%	-$213K	﹤0.01%	1513
2025 Q4	$436K	Buy	3,209 +1,515	+89%	+$206K	﹤0.01%	1374
2025 Q3	$219K	Sell	1,694 -102	-6%	-$13.2K	﹤0.01%	1619
2025 Q2	$227K	Buy	+1,796	New	+$201K	﹤0.01%	1486
2025 Q1	–	Sell	-1,666	Closed	-$218K	–	1450
2024 Q4	$218K	Buy	+1,666	New	+$225K	﹤0.01%	1059

Other funds holding XPO

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

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

Merit Financial Group increased its XPO (XPO) stake by 0.15% in Q2 2026, buying an estimated $635 and bringing the position to 2,026 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Merit Financial Group first reported a position in XPO in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q4 2025. 115 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Merit Financial Group held 2,026 shares of XPO worth $416K as of Q2 2026.
Merit Financial Group bought 3 XPO shares in Q2 2026, an estimated $635.
XPO made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1611 holding.
Merit Financial Group first reported a position in XPO in Q4 2024 and has held it in 6 quarters since.
Merit Financial Group's XPO position peaked at $436K in Q4 2025.
115 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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