Merit Financial Group’s American States Water AWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$762K	Buy	9,224 +3,484	+61%	+$270K	﹤0.01%	1237
2026 Q1	$434K	Buy	5,740 +23	+0.4%	+$1.7K	﹤0.01%	1449
2025 Q4	$414K	Buy	5,717 +2,409	+73%	+$177K	﹤0.01%	1400
2025 Q3	$243K	Buy	+3,308	New	+$246K	﹤0.01%	1554

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

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

Merit Financial Group increased its American States Water (AWR) stake by 61% in Q2 2026, buying an estimated $270K and bringing the position to 9,224 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Merit Financial Group first reported a position in AWR in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Merit Financial Group held 9,224 shares of American States Water worth $762K as of Q2 2026.
Merit Financial Group bought 3,484 American States Water shares in Q2 2026, an estimated $270K.
American States Water made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1237 holding.
Merit Financial Group first reported a position in American States Water in Q3 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

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