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Farther Finance Advisors’s York Water YORW Stock Holding History

Farther Finance 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
Q3 		$17.7K Buy
578
+112
+24% +$3.6K ﹤0.01% 4237
2026
Q2 		$14.3K Sell
466
-1,118
-71% -$33.6K ﹤0.01% 4202
2026
Q1 		$49.1K Buy
1,584
+436
+38% +$14.1K ﹤0.01% 3011
2025
Q4 		$36.6K Buy
1,148
+441
+62% +$14.1K ﹤0.01% 3017
2025
Q3 		$21.5K Buy
707
+490
+226% +$15.2K ﹤0.01% 2999
2025
Q2 		$6.86K Buy
217
+17
+9% +$568 ﹤0.01% 3238
2025
Q1 		$6.96K Buy
200
+192
+2,400% +$6.25K ﹤0.01% 2906
2024
Q4 		$262 Sell
8
-17
-68% -$606 ﹤0.01% 3592
2024
Q3 		$937 Hold
25
– – ﹤0.01% 3266
2024
Q2 		$921 Buy
25
+8
+47% +$290 ﹤0.01% 3105
2024
Q1 		$609 Buy
17
+4
+31% +$144 ﹤0.01% 2958
2023
Q4 		$502 Buy
+13
New +$490 ﹤0.01% 2978
2023
Q2 		– Sell
-76
Closed -$3.4K – 2584
2023
Q1 		$3.4K Buy
+76
New +$3.4K ﹤0.01% 1452

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
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 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
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

Farther Finance Advisors's YORW Position: Q3 2026 in Review

Farther Finance Advisors increased its York Water (YORW) stake by 24% in Q3 2026, buying an estimated $3.6K and bringing the position to 578 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

Farther Finance Advisors first reported a position in YORW in Q1 2023 and has held it in 13 quarters since. The position peaked at $49.1K in Q1 2026. 12 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • Farther Finance Advisors held 578 shares of York Water worth $17.7K as of Q3 2026.
  • Farther Finance Advisors bought 112 York Water shares in Q3 2026, an estimated $3.6K.
  • York Water made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4237 holding.
  • Farther Finance Advisors first reported a position in York Water in Q1 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's York Water position peaked at $49.1K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.