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Johnson Financial Group Inc (Wisconsin)’s York Water YORW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-500
Closed -$17.4K – 923
2025
Q1 		$17.4K Buy
+500
New +$16.3K ﹤0.01% 722

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Geode Capital Management
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Dimensional Fund Advisors
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Legal & General Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s YORW Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of York Water (YORW) in Q2 2025, closing a stake of 500 shares — an estimated $17.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in YORW in Q1 2025 and held it in 1 quarter. The position peaked at $17.4K in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 500 York Water shares in Q2 2025, an estimated $17.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in York Water in Q1 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s York Water position peaked at $17.4K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.