Merit Financial Group’s California Resources CRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$303K	Buy	5,955 +475	+9%	+$25.2K	﹤0.01%	1911
2026 Q2	$290K	Sell	5,480 -227	-4%	-$14K	﹤0.01%	1836
2026 Q1	$395K	Sell	5,707 -277	-5%	-$15.7K	﹤0.01%	1509
2025 Q4	$268K	Sell	5,984 -206	-3%	-$9.8K	﹤0.01%	1631
2025 Q3	$329K	Buy	6,190 +1,067	+21%	+$53.5K	﹤0.01%	1388
2025 Q2	$234K	Buy	+5,123	New	+$209K	﹤0.01%	1471

Other funds holding CRC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Merit Financial Group increased its California Resources (CRC) stake by 8.7% in Q3 2026, buying an estimated $25.2K and bringing the position to 5,955 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Merit Financial Group first reported a position in CRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $395K in Q1 2026. 157 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

Merit Financial Group held 5,955 shares of California Resources worth $303K as of Q3 2026.
Merit Financial Group bought 475 California Resources shares in Q3 2026, an estimated $25.2K.
California Resources made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1911 holding.
Merit Financial Group first reported a position in California Resources in Q2 2025 and has held it in 6 quarters since.
Merit Financial Group's California Resources position peaked at $395K in Q1 2026.
157 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

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