Jones Financial Companies’s California Water Service CWT Stock Holding History

Jones Financial Companies’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	$71.5K	Sell	1,456 -65	-4%	-$2.93K	﹤0.01%	2979
2026 Q1	$68.5K	Buy	1,521 +320	+27%	+$14.4K	﹤0.01%	2828
2025 Q4	$52K	Sell	1,201 -84	-7%	-$3.83K	﹤0.01%	2500
2025 Q3	$58.7K	Buy	1,285 +186	+17%	+$8.56K	﹤0.01%	2306
2025 Q2	$50K	Buy	1,099 +390	+55%	+$18.7K	﹤0.01%	2225
2025 Q1	$34.2K	Buy	709 +167	+31%	+$7.58K	﹤0.01%	2206
2024 Q4	$24.5K	Buy	542 +1	+0.2%	+$50	﹤0.01%	2163
2024 Q3	$28.9K	Buy	+541	New	+$28.7K	﹤0.01%	1828
2021 Q1	–	Sell	-1	Closed	–	–	792
2020 Q4	$0	Buy	+1	New	+$49	﹤0.01%	675

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies's CWT Position: Q2 2026 in Review

Jones Financial Companies reduced its California Water Service (CWT) stake by 4.3% in Q2 2026, selling an estimated $2.93K and leaving 1,456 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Jones Financial Companies first reported a position in CWT in Q4 2020 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Jones Financial Companies held 1,456 shares of California Water Service worth $71.5K as of Q2 2026.
Jones Financial Companies sold 65 California Water Service shares in Q2 2026, an estimated $2.93K.
California Water Service made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2979 holding.
Jones Financial Companies first reported a position in California Water Service in Q4 2020 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.