JWA
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JFS Wealth Advisors’s California Water Service CWT Stock Holding History

JFS Wealth Advisors’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 		$2.24K Buy
46
+18
+64% +$812 ﹤0.01% 1570
2026
Q1 		$1.27K Sell
28
-7
-20% -$314 ﹤0.01% 1626
2025
Q4 		$1.52K Buy
35
+15
+75% +$684 ﹤0.01% 1622
2025
Q3 		$918 Buy
20
+7
+54% +$322 ﹤0.01% 1650
2025
Q2 		$592 Sell
13
-15
-54% -$718 ﹤0.01% 1664
2025
Q1 		$1.36K Buy
28
+8
+40% +$363 ﹤0.01% 1590
2024
Q4 		$907 Sell
20
-8
-29% -$404 ﹤0.01% 1688
2024
Q3 		$1.52K Buy
28
+9
+47% +$477 ﹤0.01% 1589
2024
Q2 		$922 Hold
19
– – ﹤0.01% 1685
2024
Q1 		$884 Sell
19
-8
-30% -$375 ﹤0.01% 1684
2023
Q4 		$1.4K Buy
27
+15
+125% +$755 ﹤0.01% 1554
2023
Q3 		$568 Sell
12
-21
-64% -$1.06K ﹤0.01% 1723
2023
Q2 		$1.7K Sell
33
-1
-3% -$56 ﹤0.01% 1439
2023
Q1 		$1.98K Sell
34
-2
-6% -$119 ﹤0.01% 1370
2022
Q4 		$2.18K Buy
36
+3
+9% +$180 ﹤0.01% 1342
2022
Q3 		$2K Sell
33
-4
-11% -$235 ﹤0.01% 1303
2022
Q2 		$2K Buy
37
+23
+164% +$1.24K ﹤0.01% 1300
2022
Q1 		$1K Buy
14
+4
+40% +$241 ﹤0.01% 1617
2021
Q4 		$1K Buy
+10
New +$643 ﹤0.01% 1319

Other funds holding CWT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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

JFS Wealth Advisors increased its California Water Service (CWT) stake by 64% in Q2 2026, buying an estimated $812 and bringing the position to 46 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

JFS Wealth Advisors first reported a position in CWT in Q4 2021 and has held it in 19 quarters since. 34 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of California Water Service worth $2.24K as of Q2 2026.
  • JFS Wealth Advisors bought 18 California Water Service shares in Q2 2026, an estimated $812.
  • California Water Service made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1570 holding.
  • JFS Wealth Advisors first reported a position in California Water Service in Q4 2021 and has held it in 19 quarters since.
  • 34 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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