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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
Q3 		$201K Buy
4,339
+104
+2% +$5.15K ﹤0.01% 2296
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Farther Finance Advisors increased its California Water Service (CWT) stake by 2.5% in Q3 2026, buying an estimated $5.15K and bringing the position to 4,339 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Farther Finance Advisors first reported a position in CWT in Q4 2022 and has held it in 16 quarters since. The position peaked at $206K in Q2 2026. 9 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Farther Finance Advisors held 4,339 shares of California Water Service worth $201K as of Q3 2026.
  • Farther Finance Advisors bought 104 California Water Service shares in Q3 2026, an estimated $5.15K.
  • California Water Service made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2296 holding.
  • Farther Finance Advisors first reported a position in California Water Service in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's California Water Service position peaked at $206K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

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