Position in GWRS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,121
+$1,621 QoQ
Shares Held
293
+343.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 108 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWRS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Allworth Financial LP holds $8,990,545 across 13 Utilities - Regulated Water names. GWRS ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
172,667 | $6,614,872 | |
| 2 | CWT |
California Water Service Group
|
28,115 | $1,367,794 | |
| 3 | AWK |
American Water Works Company, Inc.
|
4,260 | $560,530 | |
| 4 | AWR |
American States Water Co
|
3,568 | $294,823 | |
| 5 | MSEX |
Middlesex Water Co
|
775 | $43,524 | |
| 6 | HTO |
H2o America
|
683 | $41,505 | |
| 7 | YORW |
York Water Co
|
949 | $29,086 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,332 | $13,478 |
All Filings in GWRS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,121 | 293 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $500 | 66 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,951 | 3,005 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $40 | 4 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||