Merit Financial Group
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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
Q3 		$819K Buy
9,950
+726
+8% +$62.9K ﹤0.01% 1268
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group's AWR Position: Q3 2026 in Review

Merit Financial Group increased its American States Water (AWR) stake by 7.9% in Q3 2026, buying an estimated $62.9K and bringing the position to 9,950 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Merit Financial Group first reported a position in AWR in Q3 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Merit Financial Group held 9,950 shares of American States Water worth $819K as of Q3 2026.
  • Merit Financial Group bought 726 American States Water shares in Q3 2026, an estimated $62.9K.
  • American States Water made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1268 holding.
  • Merit Financial Group first reported a position in American States Water in Q3 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.