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SBI Securities’s California Water Service CWT Stock Holding History

SBI Securities’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 		$4.23K Sell
87
-29
-25% -$1.31K ﹤0.01% 2257
2026
Q1 		$5.26K Sell
116
-3
-3% -$135 ﹤0.01% 2006
2025
Q4 		$5.16K Hold
119
– – ﹤0.01% 2007
2025
Q3 		$5.46K Buy
119
+1
+0.8% +$46 ﹤0.01% 2007
2025
Q2 		$5.37K Buy
118
+34
+40% +$1.63K ﹤0.01% 1953
2025
Q1 		$4.07K Buy
84
+5
+6% +$227 ﹤0.01% 1978
2024
Q4 		$3.58K Buy
+79
New +$3.99K ﹤0.01% 2051

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

SBI Securities's CWT Position: Q2 2026 in Review

SBI Securities reduced its California Water Service (CWT) stake by 25% in Q2 2026, selling an estimated $1.31K and leaving 87 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

SBI Securities first reported a position in CWT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.46K in Q3 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • SBI Securities held 87 shares of California Water Service worth $4.23K as of Q2 2026.
  • SBI Securities sold 29 California Water Service shares in Q2 2026, an estimated $1.31K.
  • California Water Service made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2257 holding.
  • SBI Securities first reported a position in California Water Service in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's California Water Service position peaked at $5.46K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.