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PFG Investments’s California Water Service CWT Stock Holding History

PFG Investments’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
Q2 		$323K Buy
6,638
+3
+0% +$135 0.01% 898
2026
Q1 		$301K Buy
6,635
+3
+0% +$135 0.01% 852
2025
Q4 		$287K Buy
6,632
+63
+1% +$2.87K 0.01% 833
2025
Q3 		$301K Buy
6,569
+3
+0% +$138 0.02% 793
2025
Q2 		$299K Buy
6,566
+3
+0% +$144 0.02% 740
2025
Q1 		$318K Sell
6,563
-97
-1% -$4.41K 0.02% 677
2024
Q4 		$302K Sell
6,660
-498
-7% -$25.1K 0.02% 706
2024
Q3 		$388K Sell
7,158
-258
-3% -$13.7K 0.03% 589
2024
Q2 		$360K Sell
7,416
-98
-1% -$4.76K 0.03% 574
2024
Q1 		$349K Buy
7,514
+1,033
+16% +$48.4K 0.02% 677
2023
Q4 		$336K Buy
6,481
+2
+0% +$101 0.06% 326
2023
Q3 		$307K Buy
6,479
+2
+0% +$101 0.06% 345
2023
Q2 		$334K Buy
6,477
+2
+0% +$112 0.06% 347
2023
Q1 		$377K Buy
+6,475
New +$384K 0.08% 294

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PFG Investments's CWT Position: Q2 2026 in Review

PFG Investments increased its California Water Service (CWT) stake by 0.05% in Q2 2026, buying an estimated $135 and bringing the position to 6,638 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #898.

PFG Investments first reported a position in CWT in Q1 2023 and has held it in 14 quarters since. The position peaked at $388K in Q3 2024. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • PFG Investments held 6,638 shares of California Water Service worth $323K as of Q2 2026.
  • PFG Investments bought 3 California Water Service shares in Q2 2026, an estimated $135.
  • California Water Service made up 0.01% of PFG Investments's portfolio in Q2 2026, its #898 holding.
  • PFG Investments first reported a position in California Water Service in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's California Water Service position peaked at $388K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.