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IFP Advisors’s York Water YORW Stock Holding History

IFP 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 		$11.5K Buy
376
+340
+944% +$10.2K ﹤0.01% 3309
2026
Q1 		$1.1K Buy
36
+1
+3% +$32 ﹤0.01% 4183
2025
Q4 		$1.11K Sell
35
-34
-49% -$1.09K ﹤0.01% 4040
2025
Q3 		$2.1K Buy
69
+8
+13% +$248 ﹤0.01% 3674
2025
Q2 		$1.99K Buy
+61
New +$2.04K ﹤0.01% 3901
2018
Q4 		– Sell
-75
Closed -$2K – 3904
2018
Q3 		$2K Buy
+75
New +$2.31K ﹤0.01% 3594
2017
Q4 		– Sell
-150
Closed -$5K – 4132
2017
Q3 		$5K Hold
150
– – ﹤0.01% 3426
2017
Q2 		$5K Hold
150
– – ﹤0.01% 3440
2017
Q1 		$5K Hold
150
– – ﹤0.01% 3336
2016
Q4 		$6K Buy
+150
New +$5.08K ﹤0.01% 3220

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

IFP Advisors's YORW Position: Q2 2026 in Review

IFP Advisors increased its York Water (YORW) stake by 944% in Q2 2026, buying an estimated $10.2K and bringing the position to 376 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

IFP Advisors first reported a position in YORW in Q4 2016 and has held it in 10 quarters since. 167 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • IFP Advisors held 376 shares of York Water worth $11.5K as of Q2 2026.
  • IFP Advisors bought 340 York Water shares in Q2 2026, an estimated $10.2K.
  • York Water made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3309 holding.
  • IFP Advisors first reported a position in York Water in Q4 2016 and has held it in 10 quarters since.
  • 167 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.