Sovereign Financial Group, Inc. CWT — CALIFORNIA WTR SVC GROUP

Ownership history in Sovereign Financial Group, Inc.  ·  23 quarters on record

AI Ownership Summary

Sovereign Financial Group, Inc. reported CALIFORNIA WTR SVC GROUP (CWT) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows CWT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sovereign Financial Group, Inc.'s position in CALIFORNIA WTR SVC GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CWT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWT stock page Sovereign Financial Group, Inc. fund profile Sovereign Financial Group, Inc. full holdings
How Sovereign Financial Group, Inc. held CWT — position size vs. price
% of Fund (quarterly)    CWT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,747 -41 -0.5% 0.07% $426K 2026-07-24 $nan
2026 Q1 REDUCED — — — 8,788 -12 -0.1% 0.07% $398K 2026-04-17 $44.61
2025 Q4 REDUCED — — — 8,800 -52 -0.6% 0.07% $381K 2026-01-07 $42.58
2025 Q3 REDUCED 8.9% -4.5% ✅ 8,852 -868 -8.9% 0.08% $406K 2025-10-17 $47.50
2025 Q2 REDUCED 9.1% +0.4% ❌ 9,720 -976 -9.1% 0.09% $442K 2025-07-25 $43.62
2025 Q1 REDUCED — — — 10,696 -510 -4.6% 0.12% $518K 2025-04-11 $48.64
2024 Q4 REDUCED — — — 11,206 -528 -4.5% 0.12% $508K 2025-01-14 $41.11
2024 Q3 REDUCED — — — 11,734 -146 -1.2% 0.15% $636K 2024-10-08 $49.36
2024 Q2 REDUCED — — — 11,880 -6 -0.1% 0.14% $576K 2024-07-15 $48.99
2024 Q1 REDUCED 5.5% +4.7% ❌ 11,886 -687 -5.5% 0.15% $552K 2024-04-15 $41.87
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWT

As of 2026 Q2 — sorted by position size

Canvas Wealth Advisors, LLC 3Y 0.12% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.07% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.06% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.05% BROADWATER CAPITAL MANAGEMENT LLC 0.05% Wealth Architects, LLC 3Y 7Y 0.03% TRUE Private Wealth Advisors 3Y 7Y 0.03% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.02% Sound Income Strategies, LLC 3Y 7Y 0.02%

FAQ About Sovereign Financial Group, Inc. and CWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sovereign Financial Group, Inc. reported owning CWT?

Sovereign Financial Group, Inc. reported CWT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CWT position in Sovereign Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for CWT was 0.15% in 2024 Q3.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2026 Q2, when Sovereign Financial Group, Inc. reported 8,747 shares, equal to 0.07% of portfolio, with an estimated market value of $426K.

What does the chart on this CWT ownership page compare?

The chart compares Sovereign Financial Group, Inc.'s quarterly CWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sovereign Financial Group, Inc. time their CWT position?

Based on 13F filing dates vs. subsequent CWT price moves, Sovereign Financial Group, Inc. correctly timed 9 out of 20 reported position changes (45%).

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