JFS Wealth Advisors
CWT icon

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
Q3 		$2.13K Hold
46
– – ﹤0.01% 1584
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

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

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

JFS Wealth Advisors held its California Water Service (CWT) position steady in Q3 2026 at 46 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

JFS Wealth Advisors first reported a position in CWT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.24K in Q2 2026. 210 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • JFS Wealth Advisors held 46 shares of California Water Service worth $2.13K as of Q3 2026.
  • JFS Wealth Advisors left its California Water Service share count unchanged in Q3 2026.
  • California Water Service made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1584 holding.
  • JFS Wealth Advisors first reported a position in California Water Service in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's California Water Service position peaked at $2.24K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

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