Bell Investment Advisors, Inc

Position in CWT — California Water Service Group

CIK 1890149 ORINDA, CA

Position in CWT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,800

+$803 QoQ

Shares Held

+68.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#315

of 343 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $22,258 across 5 Utilities - Regulated Water names. CWT ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	106	$13,947
2	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	735	$4,248
3	CWT	California Water Service Group This page	37	$1,800
4	WTRG	Essential Utilities, Inc.	44	$1,685
5	AWR	American States Water Co	7	$578

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,800	37	+68.2%	Shares	Sole	2026-08-07
2026-03-31	$997	22	-4.3%	Shares	Sole	2026-04-17
2025-12-31	$996	23	-32.4%	Shares	Sole	2026-02-24
2025-09-30	$1,560	34	+47.8%	Shares	Sole	2025-11-21
2025-06-30	$1,046	23	-32.4%	Shares	Sole	2025-08-11
2025-03-31	$1,647	34	+47.8%	Shares	Sole	2025-05-16
2024-12-31	$1,042	23	0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,247	23	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,115	23	+4.5%	Shares	Sole	2024-08-08
2024-03-31	$1,022	22	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,141	22	-26.7%	Shares	Sole	2024-02-14
2023-09-30	$1,419	30	-23.1%	Shares	Sole	2023-11-08
2023-06-30	$2,013	39	-46.6%	Shares	Sole	2023-08-09
2023-03-31	$4,248	73	-18.9%	Shares	Sole	2023-05-10
2022-12-31	$5,457	90	+40.6%	Shares	Sole	2023-02-09
2022-09-30	$3,372	64	+16.4%	Shares	Sole	2022-11-09
2022-06-30	$3,055	55	-11.3%	Shares	Sole	2022-08-12
2021-12-31	$4,455	62	+181.8%	Shares	Sole	2022-02-14
2021-09-30	$1,296	22	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.