Cullen/Frost Bankers’s York Water YORW Stock Holding History

Cullen/Frost Bankers’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 Q2	–	Sell	-409	Closed	-$14.2K	–	1445
2025 Q1	$14.2K	Hold	409	–	–	﹤0.01%	893
2024 Q4	$13.4K	Buy	+409	New	+$14.6K	﹤0.01%	838

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cullen/Frost Bankers's YORW Position: Q2 2025 in Review

Cullen/Frost Bankers sold out of York Water (YORW) in Q2 2025, closing a stake of 409 shares — an estimated $14.2K sold.

Cullen/Frost Bankers first reported a position in YORW in Q4 2024 and held it in 2 quarters. The position peaked at $14.2K in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

Cullen/Frost Bankers reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 409 York Water shares in Q2 2025, an estimated $14.2K.
Cullen/Frost Bankers first reported a position in York Water in Q4 2024 and held it in 2 quarters.
Cullen/Frost Bankers's York Water position peaked at $14.2K in Q1 2025.
160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Cullen/Frost Bankers's 13F filing for Q2 2025, filed 30 Jul 2025.