Pinnacle Bancorp’s California Water Service CWT Stock Holding History

Pinnacle Bancorp’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 Q1	$30.4K	Hold	670	–	–	0.01%	523
2025 Q4	$29K	Hold	670	–	–	0.01%	524
2025 Q3	$30.7K	Hold	670	–	–	0.01%	529
2025 Q2	$30.5K	Hold	670	–	–	0.01%	518
2025 Q1	$32.5K	Hold	670	–	–	0.01%	498
2024 Q4	$30.4K	Hold	670	–	–	0.01%	512
2024 Q3	$36.3K	Hold	670	–	–	0.01%	472
2024 Q2	$32.5K	Hold	670	–	–	0.01%	472
2024 Q1	$31.1K	Hold	670	–	–	0.01%	481
2023 Q4	$34.8K	Hold	670	–	–	0.01%	447
2023 Q3	$31.7K	Hold	670	–	–	0.01%	438
2023 Q2	$34.6K	Hold	670	–	–	0.01%	429
2023 Q1	$39K	Hold	670	–	–	0.01%	395
2022 Q4	$41K	Hold	670	–	–	0.02%	361
2022 Q3	$35K	Hold	670	–	–	0.02%	368
2022 Q2	$37K	Hold	670	–	–	0.02%	366
2022 Q1	$40K	Sell	670 -130	-16%	-$7.83K	0.01%	373
2021 Q4	$57K	Hold	800	–	–	0.02%	336
2021 Q3	$47K	Hold	800	–	–	0.02%	351
2021 Q2	$44K	Hold	800	–	–	0.02%	372
2021 Q1	$45K	Hold	800	–	–	0.02%	359
2020 Q4	$43K	Hold	800	–	–	0.03%	346
2020 Q3	$35K	Hold	800	–	–	0.02%	353
2020 Q2	$38K	Hold	800	–	–	0.03%	323
2020 Q1	$40K	Hold	800	–	–	0.03%	285
2019 Q4	$41K	Hold	800	–	–	0.03%	333
2019 Q3	$42K	Hold	800	–	–	0.02%	333
2019 Q2	$41K	Hold	800	–	–	0.02%	337
2019 Q1	$43K	Hold	800	–	–	0.02%	319
2018 Q4	$38K	Buy	+800	New	+$35.4K	0.02%	327
2017 Q1	$29K	Buy	+800	New	+$27.7K	0.02%	365

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Bancorp's CWT Position: Q1 2026 in Review

Pinnacle Bancorp held its California Water Service (CWT) position steady in Q1 2026 at 670 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #523.

Pinnacle Bancorp first reported a position in CWT in Q1 2017 and has held it in 31 quarters since. The position peaked at $57K in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Pinnacle Bancorp held 670 shares of California Water Service worth $30.4K as of Q1 2026.
Pinnacle Bancorp left its California Water Service share count unchanged in Q1 2026.
California Water Service made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #523 holding.
Pinnacle Bancorp first reported a position in California Water Service in Q1 2017 and has held it in 31 quarters since.
Pinnacle Bancorp's California Water Service position peaked at $57K in Q4 2021.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.