City State Bank’s York Water YORW Stock Holding History

City State Bank’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	$5.82K	Hold	190	–	–	﹤0.01%	624
2026 Q1	$5.79K	Hold	190	–	–	﹤0.01%	594
2025 Q4	$6.05K	Hold	190	–	–	﹤0.01%	578
2025 Q3	$5.78K	Hold	190	–	–	﹤0.01%	564
2025 Q2	$6K	Hold	190	–	–	﹤0.01%	560
2025 Q1	$6.59K	Hold	190	–	–	﹤0.01%	551
2024 Q4	$6.22K	Hold	190	–	–	﹤0.01%	545
2024 Q3	$7.12K	Sell	190 -150	-44%	-$5.82K	﹤0.01%	532
2024 Q2	$12.6K	Hold	340	–	–	0.01%	457
2024 Q1	$12K	Hold	340	–	–	0.01%	466
2023 Q4	$13K	Hold	340	–	–	0.01%	446
2023 Q3	$13K	Hold	340	–	–	0.01%	437
2023 Q2	$14K	Hold	340	–	–	0.01%	434
2023 Q1	$15K	Hold	340	–	–	0.01%	418
2022 Q4	$15K	Hold	340	–	–	0.01%	399
2022 Q3	$13K	Hold	340	–	–	0.01%	404
2022 Q2	$14K	Hold	340	–	–	0.01%	398
2022 Q1	$15K	Hold	340	–	–	0.01%	410
2021 Q4	$17K	Buy	+340	New	+$16.2K	0.01%	409

Other funds holding YORW

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return