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Sequoia Financial Advisors, LLC

Position in CWT — California Water Service Group

CIK 1599900 Akron, OH

Position in CWT

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$269,666
New position
Shares Held
5,543
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 343 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $3,910,349 across 4 Utilities - Regulated Water names. CWT ranks #4 (6.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CWT
California Water Service Group
This page
5,543 $269,666

All Filings in CWT

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $269,666 5,543