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CoreCap Advisors’s American States Water AWR Stock Holding History

CoreCap Advisors’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
Q3 		$6.84M Buy
+83,073
New +$7.19M 0.2% 105

Other funds holding AWR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors's AWR Position: Q3 2026 in Review

CoreCap Advisors opened a new position in American States Water (AWR) in Q3 2026: 83,073 shares worth $6.84M. The stake represents 0.2% of the portfolio and ranks #105 among its holdings.

8 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • CoreCap Advisors held 83,073 shares of American States Water worth $6.84M as of Q3 2026.
  • American States Water was a new CoreCap Advisors position in Q3 2026.
  • American States Water made up 0.2% of CoreCap Advisors's portfolio in Q3 2026, its #105 holding.
  • 8 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.