Merit Financial Group’s California Water Service CWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Buy	+6,473	New	+$292K	﹤0.01%	1783

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Merit Financial Group opened a new position in California Water Service (CWT) in Q2 2026: 6,473 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings.

24 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Merit Financial Group held 6,473 shares of California Water Service worth $315K as of Q2 2026.
California Water Service was a new Merit Financial Group position in Q2 2026.
California Water Service made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1783 holding.
24 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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