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Brighton Jones LLC’s American States Water AWR Stock Holding History

Brighton Jones LLC’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
Q1 		$388K Buy
+5,131
New +$378K 0.01% 807
2025
Q4 		– Sell
-3,986
Closed -$292K – 130
2025
Q3 		$292K Buy
+3,986
New +$297K 0.01% 823

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brighton Jones LLC's AWR Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in American States Water (AWR) in Q1 2026: 5,131 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in AWR as recently as Q3 2025.

Brighton Jones LLC first reported a position in AWR in Q3 2025 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Brighton Jones LLC held 5,131 shares of American States Water worth $388K as of Q1 2026.
  • American States Water was a new Brighton Jones LLC position in Q1 2026.
  • American States Water made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #807 holding.
  • Brighton Jones LLC first reported a position in American States Water in Q3 2025 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.