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 Q3	$11.3K	Sell	370 -6	-2%	-$193	﹤0.01%	3305
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IFP Advisors's YORW Position: Q3 2026 in Review

IFP Advisors reduced its York Water (YORW) stake by 1.6% in Q3 2026, selling an estimated $193 and leaving 370 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

IFP Advisors first reported a position in YORW in Q4 2016 and has held it in 11 quarters since. The position peaked at $11.5K in Q2 2026. 120 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

IFP Advisors held 370 shares of York Water worth $11.3K as of Q3 2026.
IFP Advisors sold 6 York Water shares in Q3 2026, an estimated $193.
York Water made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3305 holding.
IFP Advisors first reported a position in York Water in Q4 2016 and has held it in 11 quarters since.
IFP Advisors's York Water position peaked at $11.5K in Q2 2026.
120 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.