JWA
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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
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

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

JFS Wealth Advisors's YORW Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in York Water (YORW) in Q2 2026: 6 shares worth $186. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in YORW as recently as Q1 2017.

JFS Wealth Advisors first reported a position in YORW in Q3 2016 and has held it in 4 quarters since. The position peaked at $222K in Q3 2016. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of York Water worth $186 as of Q2 2026.
  • York Water was a new JFS Wealth Advisors position in Q2 2026.
  • York Water made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2162 holding.
  • JFS Wealth Advisors first reported a position in York Water in Q3 2016 and has held it in 4 quarters since.
  • JFS Wealth Advisors's York Water position peaked at $222K in Q3 2016.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.