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Wall Street Financial Group’s California Water Service CWT Stock Holding History

Wall Street Financial Group’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 		– Sell
-8
Closed -$363 – 240
2026
Q1 		$363 Buy
+8
New +$359 ﹤0.01% 654

Other funds holding CWT

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wall Street Financial Group's CWT Position: Q2 2026 in Review

Wall Street Financial Group sold out of California Water Service (CWT) in Q2 2026, closing a stake of 8 shares — an estimated $363 sold.

Wall Street Financial Group first reported a position in CWT in Q1 2026 and held it in 1 quarter. The position peaked at $363 in Q1 2026. 19 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Wall Street Financial Group reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 8 California Water Service shares in Q2 2026, an estimated $363.
  • Wall Street Financial Group first reported a position in California Water Service in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's California Water Service position peaked at $363 in Q1 2026.
  • 19 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.