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Bare Financial Services’s California Water Service CWT Stock Holding History

Bare Financial Services’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
Q1 		$2.04K Sell
45
-44
-49% -$1.97K ﹤0.01% 973
2025
Q4 		$3.86K Sell
89
-75
-46% -$3.42K ﹤0.01% 630
2025
Q3 		$7.53K Buy
164
+29
+21% +$1.33K ﹤0.01% 351
2025
Q2 		$6.14K Buy
135
+123
+1,025% +$5.89K ﹤0.01% 368
2025
Q1 		$582 Buy
+12
New +$545 ﹤0.01% 729
2024
Q1 		– Sell
-130
Closed -$6.74K – 137
2023
Q4 		$6.74K Buy
+130
New +$6.54K 0.01% 84

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bare Financial Services's CWT Position: Q1 2026 in Review

Bare Financial Services reduced its California Water Service (CWT) stake by 49% in Q1 2026, selling an estimated $1.97K and leaving 45 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Bare Financial Services first reported a position in CWT in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.53K in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Bare Financial Services held 45 shares of California Water Service worth $2.04K as of Q1 2026.
  • Bare Financial Services sold 44 California Water Service shares in Q1 2026, an estimated $1.97K.
  • California Water Service made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #973 holding.
  • Bare Financial Services first reported a position in California Water Service in Q4 2023 and has held it in 6 quarters since.
  • Bare Financial Services's California Water Service position peaked at $7.53K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.