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Krilogy Financial’s American States Water AWR Stock Holding History

Krilogy Financial’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
+3,146
New +$232K 0.01% 830
2025
Q4 		– Sell
-3,052
Closed -$226K – 929
2025
Q3 		$226K Buy
+3,052
New +$227K 0.01% 784

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Krilogy Financial's AWR Position: Q1 2026 in Review

Krilogy Financial opened a new position in American States Water (AWR) in Q1 2026: 3,146 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in AWR as recently as Q3 2025.

Krilogy Financial first reported a position in AWR in Q3 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Krilogy Financial held 3,146 shares of American States Water worth $238K as of Q1 2026.
  • American States Water was a new Krilogy Financial position in Q1 2026.
  • American States Water made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #830 holding.
  • Krilogy Financial first reported a position in American States Water in Q3 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.