HFS
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Hughes Financial Services’s York Water YORW Stock Holding History

Hughes Financial Services’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 		$61 Buy
2
+1
+100% +$30 ﹤0.01% 1560
2026
Q1 		$30 Hold
1
– – ﹤0.01% 1549
2025
Q4 		$32 Sell
1
-15
-94% -$480 ﹤0.01% 1184
2025
Q3 		$511 Hold
16
– – ﹤0.01% 951
2025
Q2 		$489 Hold
16
– – ﹤0.01% 978
2025
Q1 		$557 Buy
+16
New +$521 ﹤0.01% 831

Other funds holding YORW

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Hughes Financial Services's YORW Position: Q2 2026 in Review

Hughes Financial Services increased its York Water (YORW) stake by 100% in Q2 2026, buying an estimated $30 and bringing the position to 2 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Hughes Financial Services first reported a position in YORW in Q1 2025 and has held it in 6 quarters since. The position peaked at $557 in Q1 2025. 30 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Hughes Financial Services held 2 shares of York Water worth $61 as of Q2 2026.
  • Hughes Financial Services bought 1 York Water share in Q2 2026, an estimated $30.
  • York Water made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1560 holding.
  • Hughes Financial Services first reported a position in York Water in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's York Water position peaked at $557 in Q1 2025.
  • 30 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.