Financial Consulate’s American States Water AWR Stock Holding History

Financial Consulate’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	$165	Buy	+2	New	+$173	﹤0.01%	1727

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Financial Consulate's AWR Position: Q3 2026 in Review

Financial Consulate opened a new position in American States Water (AWR) in Q3 2026: 2 shares worth $165. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings.

74 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

Financial Consulate held 2 shares of American States Water worth $165 as of Q3 2026.
American States Water was a new Financial Consulate position in Q3 2026.
American States Water made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1727 holding.
74 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.