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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
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

JFS Wealth Advisors's AWR Position: Q2 2026 in Review

JFS Wealth Advisors increased its American States Water (AWR) stake by 37% in Q2 2026, buying an estimated $543 and bringing the position to 26 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

JFS Wealth Advisors first reported a position in AWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59K in Q4 2022. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • JFS Wealth Advisors held 26 shares of American States Water worth $2.15K as of Q2 2026.
  • JFS Wealth Advisors bought 7 American States Water shares in Q2 2026, an estimated $543.
  • American States Water made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1587 holding.
  • JFS Wealth Advisors first reported a position in American States Water in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's American States Water position peaked at $2.59K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.