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Farther Finance Advisors’s American States Water AWR Stock Holding History

Farther Finance 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 		$624K Buy
7,583
+246
+3% +$21.3K ﹤0.01% 1425
2026
Q2 		$606K Buy
7,337
+97
+1% +$7.52K ﹤0.01% 1420
2026
Q1 		$552K Buy
7,240
+1,957
+37% +$144K 0.01% 1329
2025
Q4 		$383K Buy
5,283
+4,013
+316% +$295K ﹤0.01% 1488
2025
Q3 		$93.1K Buy
1,270
+324
+34% +$24.1K ﹤0.01% 2074
2025
Q2 		$72.5K Buy
946
+2
+0.2% +$157 ﹤0.01% 1934
2025
Q1 		$74.3K Sell
944
-2
-0.2% -$151 ﹤0.01% 1683
2024
Q4 		$73.5K Hold
946
– – ﹤0.01% 1458
2024
Q3 		$78.8K Buy
946
+941
+18,820% +$75.9K ﹤0.01% 1420
2024
Q2 		$365 Sell
5
-2
-29% -$144 ﹤0.01% 3346
2024
Q1 		$502 Sell
7
-7
-50% -$522 ﹤0.01% 3017
2023
Q4 		$1.13K Buy
14
+6
+75% +$480 ﹤0.01% 2668
2023
Q3 		$629 Hold
8
– – ﹤0.01% 2206
2023
Q2 		$696 Hold
8
– – ﹤0.01% 2060
2023
Q1 		$711 Hold
8
– – ﹤0.01% 1915
2022
Q4 		$740 Buy
+8
New +$729 ﹤0.01% 1727

Other funds holding AWR

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

Farther Finance Advisors's AWR Position: Q3 2026 in Review

Farther Finance Advisors increased its American States Water (AWR) stake by 3.4% in Q3 2026, buying an estimated $21.3K and bringing the position to 7,583 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Farther Finance Advisors first reported a position in AWR in Q4 2022 and has held it in 16 quarters since. 8 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Farther Finance Advisors held 7,583 shares of American States Water worth $624K as of Q3 2026.
  • Farther Finance Advisors bought 246 American States Water shares in Q3 2026, an estimated $21.3K.
  • American States Water made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1425 holding.
  • Farther Finance Advisors first reported a position in American States Water in Q4 2022 and has held it in 16 quarters since.
  • 8 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

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