CIBC Private Wealth Group
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CIBC Private Wealth Group’s American States Water AWR Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$60.3K Buy
832
+53
+7% +$3.9K ﹤0.01% 1708
2025
Q3 		$57.1K Sell
779
-21
-3% -$1.56K ﹤0.01% 1735
2025
Q2 		$61.4K Buy
800
+550
+220% +$43.2K ﹤0.01% 1584
2025
Q1 		$18.8K Hold
250
– – ﹤0.01% 2016
2024
Q4 		$18.2K Sell
250
-300
-55% -$25K ﹤0.01% 2091
2024
Q3 		$45.8K Hold
550
– – ﹤0.01% 1809
2024
Q2 		$39.8K Hold
550
– – ﹤0.01% 1766
2024
Q1 		$39.4K Buy
+550
New +$41K ﹤0.01% 1768

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group's AWR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its American States Water (AWR) stake by 6.8% in Q4 2025, buying an estimated $3.9K and bringing the position to 832 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

CIBC Private Wealth Group first reported a position in AWR in Q1 2024 and has held it in 8 quarters since. The position peaked at $61.4K in Q2 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

  • CIBC Private Wealth Group held 832 shares of American States Water worth $60.3K as of Q4 2025.
  • CIBC Private Wealth Group bought 53 American States Water shares in Q4 2025, an estimated $3.9K.
  • American States Water made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1708 holding.
  • CIBC Private Wealth Group first reported a position in American States Water in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's American States Water position peaked at $61.4K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.