CFO
YORW icon

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
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

HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return