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Godfrey Financial Associates’s American States Water AWR Stock Holding History

Godfrey Financial Associates’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 		$1.57K Hold
19
– – ﹤0.01% 726
2026
Q1 		$1.44K Hold
19
– – ﹤0.01% 714
2025
Q4 		$1.38K Buy
+19
New +$1.4K ﹤0.01% 694

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Vanguard Portfolio Management
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Godfrey Financial Associates's AWR Position: Q2 2026 in Review

Godfrey Financial Associates held its American States Water (AWR) position steady in Q2 2026 at 19 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Godfrey Financial Associates first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Godfrey Financial Associates held 19 shares of American States Water worth $1.57K as of Q2 2026.
  • Godfrey Financial Associates left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #726 holding.
  • Godfrey Financial Associates first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.