Merit Financial Group
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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
Q3 		$333K Buy
7,206
+733
+11% +$36.3K ﹤0.01% 1843
2026
Q2 		$315K Buy
+6,473
New +$292K ﹤0.01% 1783

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Merit Financial Group increased its California Water Service (CWT) stake by 11% in Q3 2026, buying an estimated $36.3K and bringing the position to 7,206 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Merit Financial Group first reported a position in CWT in Q2 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Merit Financial Group held 7,206 shares of California Water Service worth $333K as of Q3 2026.
  • Merit Financial Group bought 733 California Water Service shares in Q3 2026, an estimated $36.3K.
  • California Water Service made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1843 holding.
  • Merit Financial Group first reported a position in California Water Service in Q2 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

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