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BOK Financial’s York Water YORW Stock Holding History

BOK 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
2025
Q2 		– Sell
-314
Closed -$10.9K – 1359
2025
Q1 		$10.9K Hold
314
– – ﹤0.01% 976
2024
Q4 		$9.58K Buy
314
+100
+47% +$3.56K ﹤0.01% 975
2024
Q3 		$7.8K Buy
+214
New +$8.3K ﹤0.01% 1025

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial's YORW Position: Q2 2025 in Review

BOK Financial sold out of York Water (YORW) in Q2 2025, closing a stake of 314 shares — an estimated $10.9K sold.

BOK Financial first reported a position in YORW in Q3 2024 and held it in 3 quarters. The position peaked at $10.9K in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • BOK Financial reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 314 York Water shares in Q2 2025, an estimated $10.9K.
  • BOK Financial first reported a position in York Water in Q3 2024 and held it in 3 quarters.
  • BOK Financial's York Water position peaked at $10.9K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.