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Independent Advisor Alliance’s York Water YORW Stock Holding History

Independent Advisor Alliance’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 		$227K Buy
7,406
+338
+5% +$10.1K 0.01% 927
2026
Q1 		$215K Buy
7,068
+307
+5% +$9.91K ﹤0.01% 1467
2025
Q4 		$215K Buy
+6,761
New +$216K 0.01% 913

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

Independent Advisor Alliance's YORW Position: Q2 2026 in Review

Independent Advisor Alliance increased its York Water (YORW) stake by 4.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 7,406 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #927.

Independent Advisor Alliance first reported a position in YORW in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Independent Advisor Alliance held 7,406 shares of York Water worth $227K as of Q2 2026.
  • Independent Advisor Alliance bought 338 York Water shares in Q2 2026, an estimated $10.1K.
  • York Water made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #927 holding.
  • Independent Advisor Alliance first reported a position in York Water in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.