Pacific Capital Wealth Advisors, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1803523
CORONA, CA
Position in AWK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$305,134
-$16,991 QoQ
Shares Held
2,319
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#727
of 1,123 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Pacific Capital Wealth Advisors, Inc. holds $305,134 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
2,319 | $305,134 |
All Filings in AWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,134 | 2,319 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $322,125 | 2,367 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $308,893 | 2,367 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $329,462 | 2,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $329,273 | 2,367 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $464,392 | 3,148 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $391,894 | 3,148 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $460,363 | 3,148 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $406,595 | 3,148 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $390,216 | 3,193 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $421,444 | 3,193 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $406,286 | 3,281 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $468,362 | 3,281 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $480,633 | 3,281 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $500,090 | 3,281 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $440,982 | 3,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $504,032 | 3,388 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $560,650 | 3,387 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $639,668 | 3,387 | Shares | Sole | 2022-03-08 | |
| 2021-09-30 | $572,369 | 3,386 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $521,884 | 3,386 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $507,629 | 3,386 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $549,883 | 3,583 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $519,105 | 3,583 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $475,270 | 3,694 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $449,904 | 3,763 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||