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Godfrey Financial Associates’s York Water YORW Stock Holding History

Godfrey Financial Associates’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 		$920 Hold
30
– – ﹤0.01% 804
2026
Q1 		$914 Hold
30
– – ﹤0.01% 785
2025
Q4 		$955 Buy
+30
New +$960 ﹤0.01% 759

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Vanguard Capital Management
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Geode Capital Management
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Arrowstreet Capital
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State Street
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Vanguard Portfolio Management
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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

Godfrey Financial Associates's YORW Position: Q2 2026 in Review

Godfrey Financial Associates held its York Water (YORW) position steady in Q2 2026 at 30 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Godfrey Financial Associates first reported a position in YORW in Q4 2025 and has held it in 3 quarters since. The position peaked at $955 in Q4 2025. 167 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Godfrey Financial Associates held 30 shares of York Water worth $920 as of Q2 2026.
  • Godfrey Financial Associates left its York Water share count unchanged in Q2 2026.
  • York Water made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #804 holding.
  • Godfrey Financial Associates first reported a position in York Water in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's York Water position peaked at $955 in Q4 2025.
  • 167 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.