JFGIW
HTO

Johnson Financial Group Inc (Wisconsin)’s H2O America HTO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22
Closed -$1.07K – 1084
2025
Q3 		$1.07K Buy
+22
New +$1.1K ﹤0.01% 1005

Other funds holding HTO

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Vanguard Group
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Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HTO Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of H2O America (HTO) in Q4 2025, closing a stake of 22 shares — an estimated $1.07K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HTO in Q3 2025 and held it in 1 quarter. The position peaked at $1.07K in Q3 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 22 H2O America shares in Q4 2025, an estimated $1.07K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in H2O America in Q3 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s H2O America position peaked at $1.07K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.