CFO
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Collective Family Office’s York Water YORW Stock Holding History

Collective Family Office’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
Q3 		$256K Sell
8,349
-823
-9% -$26.5K 0.05% 151
2026
Q2 		$281K Buy
9,172
+1
+0% +$30 0.06% 148
2026
Q1 		$279K Sell
9,171
-300
-3% -$9.69K 0.06% 142
2025
Q4 		$302K Buy
9,471
+1
+0% +$32 0.07% 136
2025
Q3 		$288K Sell
9,470
-1,025
-10% -$31.8K 0.07% 137
2025
Q2 		$332K Buy
10,495
+1
+0% +$33 0.09% 128
2025
Q1 		$364K Buy
10,494
+1
+0% +$33 0.1% 120
2024
Q4 		$343K Sell
10,493
-629
-6% -$22.4K 0.09% 131
2024
Q3 		$417K Sell
11,122
-42
-0.4% -$1.63K 0.11% 120
2024
Q2 		$414K Sell
11,164
-149
-1% -$5.4K 0.12% 120
2024
Q1 		$410K Sell
11,313
-1,010
-8% -$36.4K 0.13% 122
2023
Q4 		$476K Sell
12,323
-425
-3% -$16K 0.17% 104
2023
Q3 		$478K Sell
12,748
-831
-6% -$33.9K 0.19% 107
2023
Q2 		$560K Hold
13,579
– – 0.22% 91
2023
Q1 		$607K Buy
13,579
+1
+0% +$45 0.25% 87
2022
Q4 		$611K Hold
13,578
– – 0.27% 79
2022
Q3 		$522K Sell
13,578
-769
-5% -$33K 0.26% 95
2022
Q2 		$580K Buy
14,347
+1,534
+12% +$62.1K 0.25% 98
2022
Q1 		$576K Sell
12,813
-3,395
-21% -$152K 0.22% 105
2021
Q4 		$807K Buy
16,208
+2,171
+15% +$104K 0.32% 85
2021
Q3 		$613K Buy
14,037
+8,947
+176% +$429K 0.26% 90
2021
Q2 		$231K Hold
5,090
– – 0.1% 161
2021
Q1 		$249K Hold
5,090
– – 0.12% 147
2020
Q4 		$237K Buy
+5,090
New +$233K 0.13% 144

Other funds holding YORW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Collective Family Office's YORW Position: Q3 2026 in Review

Collective Family Office reduced its York Water (YORW) stake by 9% in Q3 2026, selling an estimated $26.5K and leaving 8,349 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #151.

Collective Family Office first reported a position in YORW in Q4 2020 and has held it in 24 quarters since. The position peaked at $807K in Q4 2021. 12 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • Collective Family Office held 8,349 shares of York Water worth $256K as of Q3 2026.
  • Collective Family Office sold 823 York Water shares in Q3 2026, an estimated $26.5K.
  • York Water made up 0.05% of Collective Family Office's portfolio in Q3 2026, its #151 holding.
  • Collective Family Office first reported a position in York Water in Q4 2020 and has held it in 24 quarters since.
  • Collective Family Office's York Water position peaked at $807K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.