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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
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

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 $3.37T AUM 44.26% 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

Rossby Financial's CWT Position: Q2 2026 in Review

Rossby Financial increased its California Water Service (CWT) stake by 54% in Q2 2026, buying an estimated $992 and bringing the position to 63 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Rossby Financial first reported a position in CWT in Q3 2025 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Rossby Financial held 63 shares of California Water Service worth $3.06K as of Q2 2026.
  • Rossby Financial bought 22 California Water Service shares in Q2 2026, an estimated $992.
  • California Water Service made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1609 holding.
  • Rossby Financial first reported a position in California Water Service in Q3 2025 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.