Merit Financial Group
CUZ icon

Merit Financial Group’s Cousins Properties CUZ Stock Holding History

Merit Financial Group’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$250K Buy
9,059
+1,911
+27% +$57K ﹤0.01% 2042
2026
Q2 		$214K Buy
+7,148
New +$188K ﹤0.01% 2066
2025
Q3 		– Sell
-6,683
Closed -$201K – 1812
2025
Q2 		$201K Buy
+6,683
New +$189K ﹤0.01% 1565

Other funds holding CUZ

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Merit Financial Group increased its Cousins Properties (CUZ) stake by 27% in Q3 2026, buying an estimated $57K and bringing the position to 9,059 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Merit Financial Group first reported a position in CUZ in Q2 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold CUZ as of Q3 2026.

  • Merit Financial Group held 9,059 shares of Cousins Properties worth $250K as of Q3 2026.
  • Merit Financial Group bought 1,911 Cousins Properties shares in Q3 2026, an estimated $57K.
  • Cousins Properties made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2042 holding.
  • Merit Financial Group first reported a position in Cousins Properties in Q2 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2026.

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