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 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	–	3641
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	–	–	2875
2022 Q1	$0	Buy	+5	New	+$223	﹤0.01%	2423

Other funds holding YORW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM