Larson Financial Group
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Larson Financial Group’s California Water Service CWT Stock Holding History

Larson Financial Group’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
Q3 		$39.1K Buy
845
+61
+8% +$3.02K ﹤0.01% 1744
2026
Q2 		$38.1K Buy
784
+14
+2% +$631 ﹤0.01% 1646
2026
Q1 		$34.9K Buy
770
+2
+0.3% +$90 ﹤0.01% 1553
2025
Q4 		$33.3K Sell
768
-27
-3% -$1.23K ﹤0.01% 1437
2025
Q3 		$36.5K Sell
795
-1
-0.1% -$46 ﹤0.01% 1300
2025
Q2 		$36.2K Buy
796
+365
+85% +$17.5K ﹤0.01% 1202
2025
Q1 		$20.9K Sell
431
-12
-3% -$545 ﹤0.01% 1348
2024
Q4 		$20.1K Buy
443
+12
+3% +$606 ﹤0.01% 1218
2024
Q3 		$23.4K Hold
431
– – ﹤0.01% 1144
2024
Q2 		$20.9K Buy
+431
New +$20.9K ﹤0.01% 1036

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Larson Financial Group increased its California Water Service (CWT) stake by 7.8% in Q3 2026, buying an estimated $3.02K and bringing the position to 845 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Larson Financial Group first reported a position in CWT in Q2 2024 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Larson Financial Group held 845 shares of California Water Service worth $39.1K as of Q3 2026.
  • Larson Financial Group bought 61 California Water Service shares in Q3 2026, an estimated $3.02K.
  • California Water Service made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1744 holding.
  • Larson Financial Group first reported a position in California Water Service in Q2 2024 and has held it in 10 quarters since.
  • 205 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

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