BJL
AWR icon

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
Q2 		$751K Buy
9,091
+3,960
+77% +$307K 0.01% 617
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brighton Jones LLC's AWR Position: Q2 2026 in Review

Brighton Jones LLC increased its American States Water (AWR) stake by 77% in Q2 2026, buying an estimated $307K and bringing the position to 9,091 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #617.

Brighton Jones LLC first reported a position in AWR in Q3 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Brighton Jones LLC held 9,091 shares of American States Water worth $751K as of Q2 2026.
  • Brighton Jones LLC bought 3,960 American States Water shares in Q2 2026, an estimated $307K.
  • American States Water made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #617 holding.
  • Brighton Jones LLC first reported a position in American States Water in Q3 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.