Financial Consulate’s California Water Service CWT Stock Holding History

Financial Consulate’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	$47	Buy	+1	New	+$49	﹤0.01%	1864

Other funds holding CWT

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

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

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

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

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

Financial Consulate's CWT Position: Q3 2026 in Review

Financial Consulate opened a new position in California Water Service (CWT) in Q3 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #1864 among its holdings.

62 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Financial Consulate held 1 share of California Water Service worth $47 as of Q3 2026.
California Water Service was a new Financial Consulate position in Q3 2026.
California Water Service made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1864 holding.
62 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

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