Raymond James Financial
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Raymond James Financial’s California Water Service CWT Stock Holding History

Raymond James Financial’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 		$13.8M Sell
283,593
-10,925
-4% -$493K ﹤0.01% 1867
2026
Q1 		$13.4M Buy
294,518
+12,630
+4% +$567K ﹤0.01% 1779
2025
Q4 		$12.2M Sell
281,888
-16,394
-5% -$748K ﹤0.01% 1800
2025
Q3 		$13.7M Sell
298,282
-34,680
-10% -$1.6M ﹤0.01% 1686
2025
Q2 		$15.1M Buy
332,962
+17,277
+5% +$827K 0.01% 1565
2025
Q1 		$15.3M Buy
315,685
+211,914
+204% +$9.62M 0.01% 1505
2024
Q4 		$4.7M Buy
+103,771
New +$5.24M ﹤0.01% 2368

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

Raymond James Financial's CWT Position: Q2 2026 in Review

Raymond James Financial reduced its California Water Service (CWT) stake by 3.7% in Q2 2026, selling an estimated $493K and leaving 283,593 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Raymond James Financial first reported a position in CWT in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3M in Q1 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Raymond James Financial held 283,593 shares of California Water Service worth $13.8M as of Q2 2026.
  • Raymond James Financial sold 10,925 California Water Service shares in Q2 2026, an estimated $493K.
  • California Water Service made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1867 holding.
  • Raymond James Financial first reported a position in California Water Service in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's California Water Service position peaked at $15.3M in Q1 2025.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.