Larson Financial Group
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Larson Financial Group’s Consolidated Water Co CWCO Stock Holding History

Larson Financial Group’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.14K Buy
112
+107
+2,140% +$3.13K ﹤0.01% 3062
2026
Q2 		$148 Sell
5
-17
-77% -$533 ﹤0.01% 3626
2026
Q1 		$729 Buy
22
+17
+340% +$610 ﹤0.01% 3243
2025
Q4 		$176 Hold
5
– – ﹤0.01% 3288
2025
Q3 		$176 Hold
5
– – ﹤0.01% 3276
2025
Q2 		$150 Sell
5
-86
-95% -$2.23K ﹤0.01% 3108
2025
Q1 		$2.23K Buy
91
+76
+507% +$2.02K ﹤0.01% 2137
2024
Q4 		$388 Buy
+15
New +$382 ﹤0.01% 2271

Other funds holding CWCO

Western Standard LLC
Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return
Farrow Financial
Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's CWCO Position: Q3 2026 in Review

Larson Financial Group increased its Consolidated Water Co (CWCO) stake by 2,140% in Q3 2026, buying an estimated $3.13K and bringing the position to 112 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Larson Financial Group first reported a position in CWCO in Q4 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold CWCO as of Q3 2026.

  • Larson Financial Group held 112 shares of Consolidated Water Co worth $3.14K as of Q3 2026.
  • Larson Financial Group bought 107 Consolidated Water Co shares in Q3 2026, an estimated $3.13K.
  • Consolidated Water Co made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3062 holding.
  • Larson Financial Group first reported a position in Consolidated Water Co in Q4 2024 and has held it in 8 quarters since.
  • 86 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.