Franklin Resources
YORW icon

Franklin Resources’s York Water YORW Stock Holding History

Franklin Resources’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
-10,112
Closed -$351K – 3144
2025
Q1 		$351K Buy
10,112
+90
+0.9% +$2.93K ﹤0.01% 2413
2024
Q4 		$328K Buy
10,022
+20
+0.2% +$713 ﹤0.01% 2473
2024
Q3 		$366K Buy
10,002
+44
+0.4% +$1.71K ﹤0.01% 2419
2024
Q2 		$369K Sell
9,958
-43
-0.4% -$1.56K ﹤0.01% 2356
2024
Q1 		$363K Sell
10,001
-347
-3% -$12.5K ﹤0.01% 2397
2023
Q4 		$400K Sell
10,348
-238
-2% -$8.96K ﹤0.01% 2047
2023
Q3 		$397K Buy
10,586
+518
+5% +$21.2K ﹤0.01% 2031
2023
Q2 		$416K Buy
+10,068
New +$437K ﹤0.01% 2055

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources's YORW Position: Q2 2025 in Review

Franklin Resources sold out of York Water (YORW) in Q2 2025, closing a stake of 10,112 shares — an estimated $351K sold.

Franklin Resources first reported a position in YORW in Q2 2023 and held it in 8 quarters. The position peaked at $416K in Q2 2023. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Franklin Resources reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Franklin Resources sold 10,112 York Water shares in Q2 2025, an estimated $351K.
  • Franklin Resources first reported a position in York Water in Q2 2023 and held it in 8 quarters.
  • Franklin Resources's York Water position peaked at $416K in Q2 2023.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Franklin Resources's 13F filing for Q2 2025, filed 12 Aug 2025.