Baird Financial Group
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Baird Financial Group’s York Water YORW Stock Holding History

Baird Financial Group’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 		$561K Buy
18,312
+9,100
+99% +$273K ﹤0.01% 1504
2026
Q1 		$281K Buy
+9,212
New +$298K ﹤0.01% 1664
2016
Q3 		– Sell
-6,542
Closed -$210K – 1230
2016
Q2 		$210K Buy
+6,542
New +$194K ﹤0.01% 1132

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 $3.37T AUM 44.26% 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

Baird Financial Group's YORW Position: Q2 2026 in Review

Baird Financial Group increased its York Water (YORW) stake by 99% in Q2 2026, buying an estimated $273K and bringing the position to 18,312 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Baird Financial Group first reported a position in YORW in Q2 2016 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Baird Financial Group held 18,312 shares of York Water worth $561K as of Q2 2026.
  • Baird Financial Group bought 9,100 York Water shares in Q2 2026, an estimated $273K.
  • York Water made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1504 holding.
  • Baird Financial Group first reported a position in York Water in Q2 2016 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.