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Merit Financial Group’s Yelp YELP Stock Holding History

Merit Financial Group’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,602
Closed -$213K – 2459
2026
Q1 		$213K Buy
+8,602
New +$218K ﹤0.01% 1884

Other funds holding YELP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Merit Financial Group sold out of Yelp (YELP) in Q2 2026, closing a stake of 8,602 shares — an estimated $213K sold.

Merit Financial Group first reported a position in YELP in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 33 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Merit Financial Group reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 8,602 Yelp shares in Q2 2026, an estimated $213K.
  • Merit Financial Group first reported a position in Yelp in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's Yelp position peaked at $213K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

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