CIBC Private Wealth Group
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CIBC Private Wealth Group’s York Water YORW Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$9.55K Hold
300
– – ﹤0.01% 2437
2025
Q3 		$9.13K Buy
300
+235
+362% +$7.29K ﹤0.01% 2413
2025
Q2 		$2.05K Hold
65
– – ﹤0.01% 2636
2025
Q1 		$2.19K Hold
65
– – ﹤0.01% 2664
2024
Q4 		$2.02K Hold
65
– – ﹤0.01% 2699
2024
Q3 		$2.44K Hold
65
– – ﹤0.01% 2768
2024
Q2 		$2.4K Hold
65
– – ﹤0.01% 2726
2024
Q1 		$2.33K Buy
+65
New +$2.34K ﹤0.01% 2717

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

CIBC Private Wealth Group's YORW Position: Q4 2025 in Review

CIBC Private Wealth Group held its York Water (YORW) position steady in Q4 2025 at 300 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

CIBC Private Wealth Group first reported a position in YORW in Q1 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • CIBC Private Wealth Group held 300 shares of York Water worth $9.55K as of Q4 2025.
  • CIBC Private Wealth Group left its York Water share count unchanged in Q4 2025.
  • York Water made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2437 holding.
  • CIBC Private Wealth Group first reported a position in York Water in Q1 2024 and has held it in 8 quarters since.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.