MFG
CCC

Merit Financial Group’s CCC Intelligent Solutions CCC Stock Holding History

Merit Financial Group’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9K Sell
10,645
-41,142
-79% -$204K ﹤0.01% 2273
2026
Q1 		$311K Buy
+51,787
New +$339K ﹤0.01% 1634

Other funds holding CCC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

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

Merit Financial Group reduced its CCC Intelligent Solutions (CCC) stake by 79% in Q2 2026, selling an estimated $204K and leaving 10,645 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Merit Financial Group first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $311K in Q1 2026. 36 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Merit Financial Group held 10,645 shares of CCC Intelligent Solutions worth $54.9K as of Q2 2026.
  • Merit Financial Group sold 41,142 CCC Intelligent Solutions shares in Q2 2026, an estimated $204K.
  • CCC Intelligent Solutions made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2273 holding.
  • Merit Financial Group first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's CCC Intelligent Solutions position peaked at $311K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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