Jones Financial Companies
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jones Financial Companies's CWT Position: Q1 2026 in Review

Jones Financial Companies increased its California Water Service (CWT) stake by 27% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,521 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Jones Financial Companies first reported a position in CWT in Q4 2020 and has held it in 8 quarters since. 338 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Jones Financial Companies held 1,521 shares of California Water Service worth $68.5K as of Q1 2026.
  • Jones Financial Companies bought 320 California Water Service shares in Q1 2026, an estimated $14.4K.
  • California Water Service made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2828 holding.
  • Jones Financial Companies first reported a position in California Water Service in Q4 2020 and has held it in 8 quarters since.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.