Merit Financial Group
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Merit Financial Group’s Commault Systems CVLT Stock Holding History

Merit Financial Group’s Portfolio CVLT Stock Details CVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$809K Sell
5,394
-1,305
-19% -$183K ﹤0.01% 1276
2026
Q2 		$949K Buy
6,699
+3,223
+93% +$346K 0.01% 1108
2026
Q1 		$271K Buy
+3,476
New +$330K ﹤0.01% 1722

Other funds holding CVLT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Merit Financial Group reduced its Commault Systems (CVLT) stake by 19% in Q3 2026, selling an estimated $183K and leaving 5,394 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Merit Financial Group first reported a position in CVLT in Q1 2026 and has held it in 3 quarters since. The position peaked at $949K in Q2 2026. 360 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

  • Merit Financial Group held 5,394 shares of Commault Systems worth $809K as of Q3 2026.
  • Merit Financial Group sold 1,305 Commault Systems shares in Q3 2026, an estimated $183K.
  • Commault Systems made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1276 holding.
  • Merit Financial Group first reported a position in Commault Systems in Q1 2026 and has held it in 3 quarters since.
  • Merit Financial Group's Commault Systems position peaked at $949K in Q2 2026.
  • 360 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

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