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Merit Financial Group’s Core Scientific CORZ Stock Holding History

Merit Financial Group’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,221
Closed -$74K – 1711
2025
Q1 		$74K Buy
+10,221
New +$116K ﹤0.01% 1367

Other funds holding CORZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Merit Financial Group's CORZ Position: Q2 2025 in Review

Merit Financial Group sold out of Core Scientific (CORZ) in Q2 2025, closing a stake of 10,221 shares — an estimated $74K sold.

Merit Financial Group first reported a position in CORZ in Q1 2025 and held it in 1 quarter. The position peaked at $74K in Q1 2025. 370 funds tracked by Wall St. Rank hold CORZ as of Q2 2025.

  • Merit Financial Group reported no remaining Core Scientific position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 10,221 Core Scientific shares in Q2 2025, an estimated $74K.
  • Merit Financial Group first reported a position in Core Scientific in Q1 2025 and held it in 1 quarter.
  • Merit Financial Group's Core Scientific position peaked at $74K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Core Scientific as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.