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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
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

ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Farther Finance Advisors's YORW Position: Q2 2026 in Review

Farther Finance Advisors reduced its York Water (YORW) stake by 71% in Q2 2026, selling an estimated $33.6K and leaving 466 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4202.

Farther Finance Advisors first reported a position in YORW in Q1 2023 and has held it in 12 quarters since. The position peaked at $49.1K in Q1 2026. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Farther Finance Advisors held 466 shares of York Water worth $14.3K as of Q2 2026.
  • Farther Finance Advisors sold 1,118 York Water shares in Q2 2026, an estimated $33.6K.
  • York Water made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4202 holding.
  • Farther Finance Advisors first reported a position in York Water in Q1 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's York Water position peaked at $49.1K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.