SFA
CWT icon

Sequoia Financial Advisors’s California Water Service CWT Stock Holding History

Sequoia Financial Advisors’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 		$270K Buy
+5,543
New +$250K ﹤0.01% 1755

Other funds holding CWT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Sequoia Financial Advisors's CWT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in California Water Service (CWT) in Q2 2026: 5,543 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings.

24 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Sequoia Financial Advisors held 5,543 shares of California Water Service worth $270K as of Q2 2026.
  • California Water Service was a new Sequoia Financial Advisors position in Q2 2026.
  • California Water Service made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1755 holding.
  • 24 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.