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Merriman Holdings, Inc hedge fund holdings

MEM
$44.19+0.57 (+1.31%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

MEM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+20.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202546$2.4M$23.9M14Aug 14, 2025
Q3 202582$9.36M$320K18Nov 14, 2025
Q4 202552$1.72M$347K20Feb 14, 2026
Q1 202673$2.61M$536K24May 15, 2026
Q2 202695$5.75M$3.95M24Aug 14, 2026

Quarterly action breakdown

Q2 2026
24 filers
New position
2
$925K+20.4K sh
Increased
7
$4.83M+107K sh
Reduced
3
-$2.88M-63.7K sh
Out / sold
2
-$1.07M-23.6K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Dynasty Wealth Management, LLCReduce 29.13%-$2.84M$6.91M0.05%Aug 13, 2026
Old Mission Capital LLCAdded 600.12%+$2.77M$3.23M0.05%Aug 14, 2026
IFC Advisors LLCAdded 32.45%+$719K$2.94M0.37%Aug 5, 2026
EJMK Ventures LLCNew Buy+$287K$287K0.13%Aug 6, 2026
Welch Financial Planning, LLCSell 100%-$267K$00.00%Jul 15, 2026
Geneos Wealth Management Inc.Added 14.11%+$195K$1.57M0.03%Aug 6, 2026
Palladiem, LLCAdded 3.04%+$117K$3.95M3.83%Aug 13, 2026
JGP Wealth Management, LLCAdded 1.32%+$98.1K$7.55M0.68%Jul 7, 2026
Greenwich Wealth Management LLCAdded 0.29%+$15.2K$5.26M0.19%Aug 12, 2026
Bedel Financial Consulting, Inc.Reduce 2.24%-$14.6K$639K0.06%Jul 29, 2026
Bond & Devick Financial Network, Inc.Reduce 1.35%-$3.49K$254K0.06%Jul 16, 2026
Round Rock Advisors LLCReduce 0.20%-$1.04K$526K0.07%Aug 12, 2026

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