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Buck Wealth Strategies’s California Water Service CWT Stock Holding History

Buck Wealth Strategies’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 		$341 Buy
+7
New +$316 ﹤0.01% 1045

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Buck Wealth Strategies's CWT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in California Water Service (CWT) in Q2 2026: 7 shares worth $341. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings.

171 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Buck Wealth Strategies held 7 shares of California Water Service worth $341 as of Q2 2026.
  • California Water Service was a new Buck Wealth Strategies position in Q2 2026.
  • California Water Service made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #1045 holding.
  • 171 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.