Rossby Financial
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Rossby Financial’s California Water Service CWT Stock Holding History

Rossby 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
Q3 		$3.33K Buy
72
+9
+14% +$445 ﹤0.01% 1881
2026
Q2 		$3.06K Buy
63
+22
+54% +$992 ﹤0.01% 1609
2026
Q1 		$1.87K Buy
41
+27
+193% +$1.21K ﹤0.01% 1826
2025
Q4 		$607 Buy
14
+3
+27% +$137 ﹤0.01% 1609
2025
Q3 		$490 Buy
+11
New +$506 ﹤0.01% 1377

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rossby Financial's CWT Position: Q3 2026 in Review

Rossby Financial increased its California Water Service (CWT) stake by 14% in Q3 2026, buying an estimated $445 and bringing the position to 72 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Rossby Financial first reported a position in CWT in Q3 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Rossby Financial held 72 shares of California Water Service worth $3.33K as of Q3 2026.
  • Rossby Financial bought 9 California Water Service shares in Q3 2026, an estimated $445.
  • California Water Service made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1881 holding.
  • Rossby Financial first reported a position in California Water Service in Q3 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.