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 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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Farther Finance Advisors's AWR Position: Q2 2026 in Review

Farther Finance Advisors increased its American States Water (AWR) stake by 1.3% in Q2 2026, buying an estimated $7.52K and bringing the position to 7,337 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Farther Finance Advisors first reported a position in AWR in Q4 2022 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Farther Finance Advisors held 7,337 shares of American States Water worth $606K as of Q2 2026.
Farther Finance Advisors bought 97 American States Water shares in Q2 2026, an estimated $7.52K.
American States Water made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1420 holding.
Farther Finance Advisors first reported a position in American States Water in Q4 2022 and has held it in 15 quarters since.
46 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.