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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
Q2 		$5.93K Buy
122
+77
+171% +$3.47K ﹤0.01% 788
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bare Financial Services increased its California Water Service (CWT) stake by 171% in Q2 2026, buying an estimated $3.47K and bringing the position to 122 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Bare Financial Services first reported a position in CWT in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.53K in Q3 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Bare Financial Services held 122 shares of California Water Service worth $5.93K as of Q2 2026.
  • Bare Financial Services bought 77 California Water Service shares in Q2 2026, an estimated $3.47K.
  • California Water Service made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #788 holding.
  • Bare Financial Services first reported a position in California Water Service in Q4 2023 and has held it in 7 quarters since.
  • Bare Financial Services's California Water Service position peaked at $7.53K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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