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Curi RMB Capital’s American States Water AWR Stock Holding History

Curi RMB Capital’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 		$313K Buy
3,783
+533
+16% +$41.3K ﹤0.01% 745
2026
Q1 		$246K Buy
+3,250
New +$240K ﹤0.01% 778

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 $3.37T AUM 44.26% 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

Curi RMB Capital's AWR Position: Q2 2026 in Review

Curi RMB Capital increased its American States Water (AWR) stake by 16% in Q2 2026, buying an estimated $41.3K and bringing the position to 3,783 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Curi RMB Capital first reported a position in AWR in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Curi RMB Capital held 3,783 shares of American States Water worth $313K as of Q2 2026.
  • Curi RMB Capital bought 533 American States Water shares in Q2 2026, an estimated $41.3K.
  • American States Water made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #745 holding.
  • Curi RMB Capital first reported a position in American States Water in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.