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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
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

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

Rossby Financial's CWT Position: Q1 2026 in Review

Rossby Financial increased its California Water Service (CWT) stake by 193% in Q1 2026, buying an estimated $1.21K and bringing the position to 41 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Rossby Financial first reported a position in CWT in Q3 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Rossby Financial held 41 shares of California Water Service worth $1.87K as of Q1 2026.
  • Rossby Financial bought 27 California Water Service shares in Q1 2026, an estimated $1.21K.
  • California Water Service made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1826 holding.
  • Rossby Financial first reported a position in California Water Service in Q3 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.