Zurich Cantonal Bank
AWR icon

Zurich Cantonal Bank’s American States Water AWR Stock Holding History

Zurich Cantonal Bank’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 		$13.5M Buy
+178,161
New +$13.1M 0.03% 427
2025
Q4 		– Sell
-21,002
Closed -$1.55M – 2657
2025
Q3 		$1.54M Buy
21,002
+2,326
+12% +$173K ﹤0.01% 1063
2025
Q2 		$1.43M Buy
18,676
+5,934
+47% +$466K ﹤0.01% 1047
2025
Q1 		$1M Buy
12,742
+1,797
+16% +$135K ﹤0.01% 1167
2024
Q4 		$851K Buy
10,945
+1,676
+18% +$140K ﹤0.01% 1288
2024
Q3 		$772K Buy
9,269
+1,620
+21% +$131K ﹤0.01% 1268
2024
Q2 		$555K Sell
7,649
-2,206
-22% -$159K ﹤0.01% 1420
2024
Q1 		$712K Sell
9,855
-1,260
-11% -$93.9K ﹤0.01% 1255
2023
Q4 		$894K Buy
11,115
+931
+9% +$74.5K ﹤0.01% 1142
2023
Q3 		$801K Buy
10,184
+652
+7% +$55.6K ﹤0.01% 1098
2023
Q2 		$829K Buy
9,532
+370
+4% +$33.1K ﹤0.01% 1038
2023
Q1 		$814K Buy
9,162
+517
+6% +$47.2K ﹤0.01% 1004
2022
Q4 		$800K Buy
8,645
+844
+11% +$76.9K ﹤0.01% 988
2022
Q3 		$608K Sell
7,801
-107
-1% -$9.08K ﹤0.01% 1056
2022
Q2 		$645K Sell
7,908
-84
-1% -$6.75K ﹤0.01% 1065
2022
Q1 		$711K Buy
7,992
+166
+2% +$14.8K ﹤0.01% 1114
2021
Q4 		$810K Buy
7,826
+849
+12% +$80K ﹤0.01% 1124
2021
Q3 		$597K Sell
6,977
-1,172
-14% -$103K ﹤0.01% 1188
2021
Q2 		$648K Buy
8,149
+1,788
+28% +$142K ﹤0.01% 1073
2021
Q1 		$481K Sell
6,361
-624
-9% -$48.1K ﹤0.01% 1256
2020
Q4 		$555K Buy
6,985
+2,902
+71% +$222K ﹤0.01% 1220
2020
Q3 		$306K Buy
4,083
+678
+20% +$52.1K ﹤0.01% 1329
2020
Q2 		$268K Buy
3,405
+406
+14% +$32.4K ﹤0.01% 1337
2020
Q1 		$245K Sell
2,999
-7,834
-72% -$672K ﹤0.01% 1123
2019
Q4 		$939K Sell
10,833
-96
-0.9% -$8.51K 0.01% 824
2019
Q3 		$982K Buy
10,929
+1,031
+10% +$86.5K 0.01% 799
2019
Q2 		$745K Buy
9,898
+1,518
+18% +$109K 0.01% 855
2019
Q1 		$597K Buy
8,380
+5,968
+247% +$409K 0.01% 854
2018
Q4 		$162K Buy
2,412
+268
+13% +$17.2K ﹤0.01% 1319
2018
Q3 		$131K Sell
2,144
-174
-8% -$10.5K ﹤0.01% 1555
2018
Q2 		$132K Hold
2,318
– – ﹤0.01% 1497
2018
Q1 		$123K Hold
2,318
– – ﹤0.01% 1482
2017
Q4 		$134K Buy
2,318
+748
+48% +$41K ﹤0.01% 1426
2017
Q3 		$77K Buy
1,570
+368
+31% +$18.2K ﹤0.01% 1538
2017
Q2 		$57K Sell
1,202
-153
-11% -$7.03K ﹤0.01% 1682
2017
Q1 		$60K Sell
1,355
-1,418
-51% -$62K ﹤0.01% 1648
2016
Q4 		$126K Sell
2,773
-7,339
-73% -$306K ﹤0.01% 1166
2016
Q3 		$405K Buy
10,112
+9,289
+1,129% +$384K ﹤0.01% 871
2016
Q2 		$36K Hold
823
– – ﹤0.01% 1672
2016
Q1 		$32K Hold
823
– – ﹤0.01% 1688
2015
Q4 		$35K Buy
823
+392
+91% +$16.2K ﹤0.01% 1641
2015
Q3 		$18K Buy
431
+146
+51% +$5.64K ﹤0.01% 1530
2015
Q2 		$11K Hold
285
– – ﹤0.01% 1308
2015
Q1 		$11K Buy
+285
New +$11.3K ﹤0.01% 1302

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Cantonal Bank's AWR Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in American States Water (AWR) in Q1 2026: 178,161 shares worth $13.5M. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in AWR as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in AWR in Q1 2015 and has held it in 44 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Zurich Cantonal Bank held 178,161 shares of American States Water worth $13.5M as of Q1 2026.
  • American States Water was a new Zurich Cantonal Bank position in Q1 2026.
  • American States Water made up 0.03% of Zurich Cantonal Bank's portfolio in Q1 2026, its #427 holding.
  • Zurich Cantonal Bank first reported a position in American States Water in Q1 2015 and has held it in 44 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.