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Bare Financial Services’s American States Water AWR Stock Holding History

Bare Financial Services’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.11K Buy
86
+68
+378% +$5.27K ﹤0.01% 728
2026
Q1 		$1.36K Sell
18
-34
-65% -$2.51K ﹤0.01% 1124
2025
Q4 		$3.77K Sell
52
-49
-49% -$3.61K ﹤0.01% 640
2025
Q3 		$7.41K Buy
101
+54
+115% +$4.02K ﹤0.01% 362
2025
Q2 		$3.6K Buy
47
+36
+327% +$2.83K ﹤0.01% 622
2025
Q1 		$865 Buy
+11
New +$829 ﹤0.01% 577

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bare Financial Services's AWR Position: Q2 2026 in Review

Bare Financial Services increased its American States Water (AWR) stake by 378% in Q2 2026, buying an estimated $5.27K and bringing the position to 86 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bare Financial Services first reported a position in AWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.41K in Q3 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Bare Financial Services held 86 shares of American States Water worth $7.11K as of Q2 2026.
  • Bare Financial Services bought 68 American States Water shares in Q2 2026, an estimated $5.27K.
  • American States Water made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #728 holding.
  • Bare Financial Services first reported a position in American States Water in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's American States Water position peaked at $7.41K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.