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UMB Bank’s California Water Service CWT Stock Holding History

UMB Bank’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 		$12.5K Sell
276
-60
-18% -$2.69K ﹤0.01% 1778
2025
Q4 		$14.6K Buy
336
+45
+15% +$2.05K ﹤0.01% 1670
2025
Q3 		$13.4K Buy
291
+42
+17% +$1.93K ﹤0.01% 1569
2025
Q2 		$11.3K Buy
249
+9
+4% +$431 ﹤0.01% 1566
2025
Q1 		$11.6K Buy
240
+154
+179% +$6.99K ﹤0.01% 1496
2024
Q4 		$3.9K Sell
86
-48
-36% -$2.42K ﹤0.01% 1796
2024
Q3 		$7.26K Buy
134
+66
+97% +$3.5K ﹤0.01% 1601
2024
Q2 		$3.3K Sell
68
-1,358
-95% -$66K ﹤0.01% 1586
2024
Q1 		$66.3K Sell
1,426
-54
-4% -$2.53K ﹤0.01% 783
2023
Q4 		$76.8K Sell
1,480
-70
-5% -$3.52K ﹤0.01% 754
2023
Q3 		$73.3K Sell
1,550
-75
-5% -$3.8K ﹤0.01% 748
2023
Q2 		$83.9K Sell
1,625
-75
-4% -$4.21K ﹤0.01% 733
2023
Q1 		$98.9K Sell
1,700
-60
-3% -$3.56K ﹤0.01% 697
2022
Q4 		$107K Sell
1,760
-55
-3% -$3.3K ﹤0.01% 684
2022
Q3 		$96K Sell
1,815
-70
-4% -$4.1K ﹤0.01% 733
2022
Q2 		$105K Sell
1,885
-40
-2% -$2.15K ﹤0.01% 745
2022
Q1 		$114K Hold
1,925
– – ﹤0.01% 755
2021
Q4 		$139K Buy
+1,925
New +$124K ﹤0.01% 741

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

UMB Bank's CWT Position: Q1 2026 in Review

UMB Bank reduced its California Water Service (CWT) stake by 18% in Q1 2026, selling an estimated $2.69K and leaving 276 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

UMB Bank first reported a position in CWT in Q4 2021 and has held it in 18 quarters since. The position peaked at $139K in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • UMB Bank held 276 shares of California Water Service worth $12.5K as of Q1 2026.
  • UMB Bank sold 60 California Water Service shares in Q1 2026, an estimated $2.69K.
  • California Water Service made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1778 holding.
  • UMB Bank first reported a position in California Water Service in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's California Water Service position peaked at $139K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.