JFS Wealth Advisors
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JFS Wealth Advisors’s American States Water AWR Stock Holding History

JFS Wealth Advisors’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 		$2.06K Sell
25
-1
-4% -$87 ﹤0.01% 1590
2026
Q2 		$2.15K Buy
26
+7
+37% +$543 ﹤0.01% 1587
2026
Q1 		$1.44K Sell
19
-12
-39% -$885 ﹤0.01% 1591
2025
Q4 		$2.25K Buy
31
+12
+63% +$883 ﹤0.01% 1512
2025
Q3 		$1.39K Sell
19
-4
-17% -$298 ﹤0.01% 1529
2025
Q2 		$1.76K Buy
23
+7
+44% +$549 ﹤0.01% 1425
2025
Q1 		$1.26K Sell
16
-2
-11% -$151 ﹤0.01% 1603
2024
Q4 		$1.4K Hold
18
– – ﹤0.01% 1603
2024
Q3 		$1.5K Buy
18
+1
+6% +$81 ﹤0.01% 1592
2024
Q2 		$1.23K Hold
17
– – ﹤0.01% 1619
2024
Q1 		$1.23K Sell
17
-7
-29% -$522 ﹤0.01% 1602
2023
Q4 		$1.93K Hold
24
– – ﹤0.01% 1455
2023
Q3 		$1.89K Hold
24
– – ﹤0.01% 1381
2023
Q2 		$2.09K Sell
24
-1
-4% -$90 ﹤0.01% 1370
2023
Q1 		$2.22K Sell
25
-3
-11% -$274 ﹤0.01% 1321
2022
Q4 		$2.59K Buy
28
+2
+8% +$182 ﹤0.01% 1265
2022
Q3 		$2K Sell
26
-2
-7% -$170 ﹤0.01% 1278
2022
Q2 		$2K Buy
28
+12
+75% +$965 ﹤0.01% 1277
2022
Q1 		$1K Buy
16
+8
+100% +$713 ﹤0.01% 1571
2021
Q4 		$1K Buy
+8
New +$753 ﹤0.01% 1253

Other funds holding AWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's AWR Position: Q3 2026 in Review

JFS Wealth Advisors reduced its American States Water (AWR) stake by 3.8% in Q3 2026, selling an estimated $87 and leaving 25 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

JFS Wealth Advisors first reported a position in AWR in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.59K in Q4 2022. 234 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • JFS Wealth Advisors held 25 shares of American States Water worth $2.06K as of Q3 2026.
  • JFS Wealth Advisors sold 1 American States Water share in Q3 2026, an estimated $87.
  • American States Water made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1590 holding.
  • JFS Wealth Advisors first reported a position in American States Water in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's American States Water position peaked at $2.59K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.