Birch Financial Group’s American Water Works AWK Stock Holding History

Birch Financial Group’s Portfolio AWK Stock Details AWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Buy	3,206 +202	+7%	+$26K	0.22%	81
2026 Q1	$409K	Buy	+3,004	New	+$397K	0.24%	81

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Birch Financial Group's AWK Position: Q2 2026 in Review

Birch Financial Group increased its American Water Works (AWK) stake by 6.7% in Q2 2026, buying an estimated $26K and bringing the position to 3,206 shares worth $422K. The position accounts for 0.22% of the portfolio, ranked #81.

Birch Financial Group first reported a position in AWK in Q1 2026 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Birch Financial Group held 3,206 shares of American Water Works worth $422K as of Q2 2026.
Birch Financial Group bought 202 American Water Works shares in Q2 2026, an estimated $26K.
American Water Works made up 0.22% of Birch Financial Group's portfolio in Q2 2026, its #81 holding.
Birch Financial Group first reported a position in American Water Works in Q1 2026 and has held it in 2 quarters since.
625 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.