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BOLTON SECURITIES CORPORATION’s American States Water AWR Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$551K Buy
+7,286
New +$537K 0.03% 515
2025
Q3 		$621K Buy
+8,466
New +$630K 0.03% 461
2025
Q1 		$695K Buy
+8,827
New +$665K 0.04% 410

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AWR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in American States Water (AWR) in Q1 2026: 7,286 shares worth $551K. The stake represents 0.03% of the portfolio and ranks #515 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in AWR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in AWR in Q1 2025 and has held it in 3 quarters since. The position peaked at $695K in Q1 2025. 381 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 7,286 shares of American States Water worth $551K as of Q1 2026.
  • American States Water was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • American States Water made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #515 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in American States Water in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's American States Water position peaked at $695K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.