Birch Financial Group’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Birch Financial Group's AWK Position: Q3 2026 in Review
Birch Financial Group reduced its American Water Works (AWK) stake by 56% in Q3 2026, selling an estimated $241K and leaving 1,425 shares worth $184K. The position accounts for 0.09% of the portfolio, ranked #137.
Birch Financial Group first reported a position in AWK in Q1 2026 and has held it in 3 quarters since. The position peaked at $422K in Q2 2026. 975 funds tracked by Wall St. Rank hold AWK as of Q3 2026.
- Birch Financial Group held 1,425 shares of American Water Works worth $184K as of Q3 2026.
- Birch Financial Group sold 1,781 American Water Works shares in Q3 2026, an estimated $241K.
- American Water Works made up 0.09% of Birch Financial Group's portfolio in Q3 2026, its #137 holding.
- Birch Financial Group first reported a position in American Water Works in Q1 2026 and has held it in 3 quarters since.
- Birch Financial Group's American Water Works position peaked at $422K in Q2 2026.
- 975 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.
Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.