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Farther Finance Advisors’s California Water Service CWT Stock Holding History

Farther Finance Advisors’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
Q2 		$206K Sell
4,235
-9
-0.2% -$406 ﹤0.01% 2215
2026
Q1 		$193K Buy
4,244
+99
+2% +$4.44K ﹤0.01% 2043
2025
Q4 		$180K Buy
4,145
+3,598
+658% +$164K ﹤0.01% 1976
2025
Q3 		$25.1K Buy
547
+531
+3,319% +$24.4K ﹤0.01% 2882
2025
Q2 		$728 Buy
16
+3
+23% +$144 ﹤0.01% 3966
2025
Q1 		$633 Sell
13
-7
-35% -$318 ﹤0.01% 3734
2024
Q4 		$907 Sell
20
-18
-47% -$909 ﹤0.01% 3281
2024
Q3 		$2.05K Buy
38
+12
+46% +$636 ﹤0.01% 2987
2024
Q2 		$1.26K Buy
26
+7
+37% +$340 ﹤0.01% 2983
2024
Q1 		$884 Sell
19
-15
-44% -$703 ﹤0.01% 2820
2023
Q4 		$1.76K Buy
34
+25
+278% +$1.26K ﹤0.01% 2484
2023
Q3 		$426 Hold
9
– – ﹤0.01% 2309
2023
Q2 		$465 Sell
9
-33
-79% -$1.85K ﹤0.01% 2173
2023
Q1 		$2.44K Buy
42
+33
+367% +$1.96K ﹤0.01% 1566
2022
Q4 		$546 Buy
+9
New +$541 ﹤0.01% 1816

Other funds holding CWT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
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
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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

Farther Finance Advisors reduced its California Water Service (CWT) stake by 0.21% in Q2 2026, selling an estimated $406 and leaving 4,235 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Farther Finance Advisors first reported a position in CWT in Q4 2022 and has held it in 15 quarters since. 37 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Farther Finance Advisors held 4,235 shares of California Water Service worth $206K as of Q2 2026.
  • Farther Finance Advisors sold 9 California Water Service shares in Q2 2026, an estimated $406.
  • California Water Service made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2215 holding.
  • Farther Finance Advisors first reported a position in California Water Service in Q4 2022 and has held it in 15 quarters since.
  • 37 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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