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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial's CWT Position: Q1 2026 in Review

Raymond James Financial increased its California Water Service (CWT) stake by 4.5% in Q1 2026, buying an estimated $567K and bringing the position to 294,518 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Raymond James Financial first reported a position in CWT in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.3M in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Raymond James Financial held 294,518 shares of California Water Service worth $13.4M as of Q1 2026.
  • Raymond James Financial bought 12,630 California Water Service shares in Q1 2026, an estimated $567K.
  • California Water Service made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1779 holding.
  • Raymond James Financial first reported a position in California Water Service in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's California Water Service position peaked at $15.3M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.