Merit Financial Group’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$818K	Buy	10,765 +3,761	+54%	+$264K	0.01%	1193
2026 Q1	$421K	Buy	7,004 +1,734	+33%	+$105K	﹤0.01%	1466
2025 Q4	$343K	Buy	5,270 +188	+4%	+$13K	﹤0.01%	1483
2025 Q3	$367K	Buy	5,082 +490	+11%	+$36.7K	﹤0.01%	1331
2025 Q2	$312K	Buy	+4,592	New	+$267K	﹤0.01%	1319
2025 Q1	–	Sell	-3,188	Closed	-$271K	–	1452
2024 Q4	$271K	Buy	+3,188	New	+$262K	﹤0.01%	967
2024 Q2	–	Sell	-2,957	Closed	-$205K	–	945
2024 Q1	$205K	Buy	+2,957	New	+$214K	﹤0.01%	813
2023 Q3	–	Sell	-3,680	Closed	-$245K	–	791
2023 Q2	$245K	Buy	+3,680	New	+$230K	0.01%	649
2021 Q4	–	Sell	-926	Closed	-$222K	–	290
2021 Q3	$222K	Hold	926	–	–	0.02%	248
2021 Q2	$226K	Buy	+926	New	+$215K	0.02%	242

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Merit Financial Group increased its Block Inc (XYZ) stake by 54% in Q2 2026, buying an estimated $264K and bringing the position to 10,765 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #1193.

Merit Financial Group first reported a position in XYZ in Q2 2021 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Merit Financial Group held 10,765 shares of Block Inc worth $818K as of Q2 2026.
Merit Financial Group bought 3,761 Block Inc shares in Q2 2026, an estimated $264K.
Block Inc made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1193 holding.
Merit Financial Group first reported a position in Block Inc in Q2 2021 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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