DecisionPoint Financial
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DecisionPoint Financial’s California Water Service CWT Stock Holding History

DecisionPoint Financial’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
Q3 		$46 Hold
1
– – ﹤0.01% 1360
2026
Q2 		$50 Buy
+1
New +$45 ﹤0.01% 1333
2024
Q1 		– Sell
-85
Closed -$4.41K – 278
2023
Q4 		$4.41K Buy
+85
New +$4.28K ﹤0.01% 153

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Midwest Trust
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Vontobel Holding
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Assenagon Asset Management
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Fideuram - Intesa Sanpaolo Private Banking
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Y-Intercept (HK)
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

DecisionPoint Financial's CWT Position: Q3 2026 in Review

DecisionPoint Financial held its California Water Service (CWT) position steady in Q3 2026 at 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

DecisionPoint Financial first reported a position in CWT in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.41K in Q4 2023. 74 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • DecisionPoint Financial held 1 share of California Water Service worth $46 as of Q3 2026.
  • DecisionPoint Financial left its California Water Service share count unchanged in Q3 2026.
  • California Water Service made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #1360 holding.
  • DecisionPoint Financial first reported a position in California Water Service in Q4 2023 and has held it in 3 quarters since.
  • DecisionPoint Financial's California Water Service position peaked at $4.41K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.