CoreCap Advisors’s York Water YORW Stock Holding History

CoreCap Advisors’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	–	Sell	-75	Closed	-$2.31K	–	3294
2026 Q1	$2.31K	Hold	75	–	–	﹤0.01%	2378
2025 Q4	$2.39K	Buy	75 +31	+70%	+$992	﹤0.01%	2435
2025 Q3	$1.35K	Hold	44	–	–	﹤0.01%	2436
2025 Q2	$1.39K	Hold	44	–	–	﹤0.01%	2377
2025 Q1	$1.52K	Hold	44	–	–	﹤0.01%	2435
2024 Q4	$1.42K	Buy	44 +1	+2%	+$36	﹤0.01%	2307
2024 Q3	$1.62K	Buy	+43	New	+$1.67K	﹤0.01%	2205
2024 Q2	–	Sell	-43	Closed	-$1.55K	–	2638
2024 Q1	$1.55K	Buy	+43	New	+$1.55K	﹤0.01%	2164
2022 Q4	$1.88K	Buy	+41	New	+$1.78K	﹤0.01%	1944
2022 Q3	–	Sell	-41	Closed	-$2K	–	2154
2022 Q2	$2K	Buy	+41	New	+$1.66K	﹤0.01%	1921
2022 Q1	–	Sell	-40	Closed	-$2K	–	2151
2021 Q4	$2K	Buy	+40	New	+$1.91K	﹤0.01%	2007

Other funds holding YORW

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return