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Brooklyn Investment Group’s York Water YORW Stock Holding History

Brooklyn Investment 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
Q1 		$1.34M Buy
44,106
+37,293
+547% +$1.2M 0.04% 422
2025
Q4 		$222K Buy
+6,813
New +$218K 0.01% 1285

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Brooklyn Investment Group's YORW Position: Q1 2026 in Review

Brooklyn Investment Group increased its York Water (YORW) stake by 547% in Q1 2026, buying an estimated $1.2M and bringing the position to 44,106 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #422.

Brooklyn Investment Group first reported a position in YORW in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Brooklyn Investment Group held 44,106 shares of York Water worth $1.34M as of Q1 2026.
  • Brooklyn Investment Group bought 37,293 York Water shares in Q1 2026, an estimated $1.2M.
  • York Water made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #422 holding.
  • Brooklyn Investment Group first reported a position in York Water in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.