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Allworth Financial’s York Water YORW Stock Holding History

Allworth Financial’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.1K Buy
949
+726
+326% +$21.8K ﹤0.01% 2899
2026
Q1 		$6.79K Sell
223
-51
-19% -$1.65K ﹤0.01% 3765
2025
Q4 		$8.72K Buy
274
+114
+71% +$3.65K ﹤0.01% 3361
2025
Q3 		$4.87K Buy
160
+24
+18% +$744 ﹤0.01% 3567
2025
Q2 		$4.3K Buy
136
+42
+45% +$1.4K ﹤0.01% 3341
2025
Q1 		$3.31K Buy
94
+8
+9% +$260 ﹤0.01% 2995
2024
Q4 		$2.58K Buy
86
+8
+10% +$285 ﹤0.01% 3062
2024
Q3 		$2.92K Hold
78
– – ﹤0.01% 2793
2024
Q2 		$3.14K Buy
+78
New +$2.83K ﹤0.01% 2719
2023
Q4 		– Sell
-11
Closed -$413 – 3638
2023
Q3 		$413 Sell
11
-25
-69% -$1.02K ﹤0.01% 3086
2023
Q2 		$1.49K Buy
36
+25
+227% +$1.08K ﹤0.01% 2601
2023
Q1 		$492 Hold
11
– – ﹤0.01% 2841
2022
Q4 		$495 Buy
+11
New +$478 ﹤0.01% 2632
2022
Q2 		– Sell
-5
Closed – – 2874
2022
Q1 		$0 Buy
+5
New +$223 ﹤0.01% 2423

Other funds holding YORW

ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's YORW Position: Q2 2026 in Review

Allworth Financial increased its York Water (YORW) stake by 326% in Q2 2026, buying an estimated $21.8K and bringing the position to 949 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Allworth Financial first reported a position in YORW in Q1 2022 and has held it in 14 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Allworth Financial held 949 shares of York Water worth $29.1K as of Q2 2026.
  • Allworth Financial bought 726 York Water shares in Q2 2026, an estimated $21.8K.
  • York Water made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2899 holding.
  • Allworth Financial first reported a position in York Water in Q1 2022 and has held it in 14 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.