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IFG Advisory’s California Water Service CWT Stock Holding History

IFG Advisory’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 		$16.9K Buy
+347
New +$15.6K ﹤0.01% 1691

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFG Advisory's CWT Position: Q2 2026 in Review

IFG Advisory opened a new position in California Water Service (CWT) in Q2 2026: 347 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings.

344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • IFG Advisory held 347 shares of California Water Service worth $16.9K as of Q2 2026.
  • California Water Service was a new IFG Advisory position in Q2 2026.
  • California Water Service made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1691 holding.
  • 344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.