Mather Group’s California Water Service CWT Stock Holding History

Mather 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	$70.7K	Hold	1,528	–	–	﹤0.01%	1057
2026 Q2	$74.3K	Hold	1,528	–	–	﹤0.01%	1008
2026 Q1	$69.3K	Buy	+1,528	New	+$68.6K	﹤0.01%	986
2025 Q4	–	Sell	-1,528	Closed	-$70.1K	–	879
2025 Q3	$70.1K	Buy	+1,528	New	+$70.3K	﹤0.01%	835
2025 Q2	–	Sell	-1,528	Closed	-$74K	–	869
2025 Q1	$74K	Buy	+1,528	New	+$69.4K	﹤0.01%	827

Other funds holding CWT

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mather Group's CWT Position: Q3 2026 in Review

Mather Group held its California Water Service (CWT) position steady in Q3 2026 at 1,528 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Mather Group first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $74.3K in Q2 2026. 52 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Mather Group held 1,528 shares of California Water Service worth $70.7K as of Q3 2026.
Mather Group left its California Water Service share count unchanged in Q3 2026.
California Water Service made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1057 holding.
Mather Group first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
Mather Group's California Water Service position peaked at $74.3K in Q2 2026.
52 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.