Position in AWR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$292,758
+$19,392 QoQ
Shares Held
3,543
-2.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $3,795,223 across 5 Utilities - Regulated Water names. AWR ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
12,937 | $1,702,250 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
150,544 | $870,144 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
18,229 | $698,352 | |
| 4 | AWR |
American States Water Co
This page
|
3,543 | $292,758 | |
| 5 | CWT |
California Water Service Group
|
4,763 | $231,719 |
All Filings in AWR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,758 | 3,543 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $273,366 | 3,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $264,189 | 3,645 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $267,251 | 3,645 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $279,425 | 3,645 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $286,395 | 3,640 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $285,620 | 3,675 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $307,839 | 3,696 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $235,344 | 3,243 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $244,098 | 3,379 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $252,518 | 3,140 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $281,831 | 3,582 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $317,724 | 3,652 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $342,314 | 3,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $345,951 | 3,738 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $277,735 | 3,563 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $299,141 | 3,670 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $350,738 | 3,940 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $411,691 | 3,980 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $292,478 | 3,420 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $276,868 | 3,480 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $270,719 | 3,580 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $283,850 | 3,570 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $275,066 | 3,670 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $288,572 | 3,670 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $276,281 | 3,380 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||