UB
CWT icon

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
Q2 		$16.9K Buy
348
+72
+26% +$3.25K ﹤0.01% 1736
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 $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

UMB Bank's CWT Position: Q2 2026 in Review

UMB Bank increased its California Water Service (CWT) stake by 26% in Q2 2026, buying an estimated $3.25K and bringing the position to 348 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

UMB Bank first reported a position in CWT in Q4 2021 and has held it in 19 quarters since. The position peaked at $139K in Q4 2021. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • UMB Bank held 348 shares of California Water Service worth $16.9K as of Q2 2026.
  • UMB Bank bought 72 California Water Service shares in Q2 2026, an estimated $3.25K.
  • California Water Service made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1736 holding.
  • UMB Bank first reported a position in California Water Service in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's California Water Service position peaked at $139K in Q4 2021.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.