JFS Wealth Advisors
YORW icon

JFS Wealth Advisors’s York Water YORW Stock Holding History

JFS Wealth 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 		$186 Hold
6
– – ﹤0.01% 2102
2026
Q2 		$186 Buy
+6
New +$180 ﹤0.01% 2162
2017
Q2 		– Sell
-1,000
Closed -$38K – 453
2017
Q1 		$38K Hold
1,000
– – 0.01% 250
2016
Q4 		$38K Sell
1,000
-6,500
-87% -$220K 0.01% 250
2016
Q3 		$222K Buy
+7,500
New +$224K 0.06% 120

Other funds holding YORW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JFS Wealth Advisors's YORW Position: Q3 2026 in Review

JFS Wealth Advisors held its York Water (YORW) position steady in Q3 2026 at 6 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

JFS Wealth Advisors first reported a position in YORW in Q3 2016 and has held it in 5 quarters since. The position peaked at $222K in Q3 2016. 102 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • JFS Wealth Advisors held 6 shares of York Water worth $186 as of Q3 2026.
  • JFS Wealth Advisors left its York Water share count unchanged in Q3 2026.
  • York Water made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2102 holding.
  • JFS Wealth Advisors first reported a position in York Water in Q3 2016 and has held it in 5 quarters since.
  • JFS Wealth Advisors's York Water position peaked at $222K in Q3 2016.
  • 102 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.