Bank Julius Baer & Co. Ltd, Zurich
BankPosition in AWR — American States Water Co
CIK 1544599
ZURICH, V8
Position in AWR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$131,216
+$11,132 QoQ
Shares Held
1,588
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 406 holders
Holding Since
Mar 2024
6 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,866,356 across 3 Utilities - Regulated Water names. AWR ranks #3 (7.0% of the industry book) .
All Filings in AWR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,216 | 1,588 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $120,084 | 1,588 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $80,307 | 1,108 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $81,238 | 1,108 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $67,852 | 935 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,201 | 1,041 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||