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Bare Financial Services’s York Water YORW Stock Holding History

Bare Financial Services’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 		$521 Sell
17
-41
-71% -$1.23K ﹤0.01% 1685
2026
Q1 		$1.77K Buy
58
+43
+287% +$1.39K ﹤0.01% 1023
2025
Q4 		$478 Buy
+15
New +$480 ﹤0.01% 1444

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

Bare Financial Services's YORW Position: Q2 2026 in Review

Bare Financial Services reduced its York Water (YORW) stake by 71% in Q2 2026, selling an estimated $1.23K and leaving 17 shares worth $521. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Bare Financial Services first reported a position in YORW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77K in Q1 2026. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Bare Financial Services held 17 shares of York Water worth $521 as of Q2 2026.
  • Bare Financial Services sold 41 York Water shares in Q2 2026, an estimated $1.23K.
  • York Water made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1685 holding.
  • Bare Financial Services first reported a position in York Water in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's York Water position peaked at $1.77K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.