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SJW shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of SJW (HTO) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 10k 48.70
2025-06-30 $9.7k 186 51.97
2025-03-31 $1.4k 25 54.72
2024-09-30 $4.7k 81 58.11
2024-06-30 $5.8k 107 54.22

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View all positions for SRS Capital Advisors

Top funds holding SJW

BlackRock
Vanguard Group
Amundi
HPM Partners
First Trust Advisors
State Street Corporation
Nuance Investments
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Invesco
Legal & General Group
Victory Capital Management
Charles Schwab Investment Management
KBC Group NV

View all funds holding SJW