Jones Financial Companies
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Jones Financial Companies’s York Water YORW Stock Holding History

Jones Financial Companies’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 		$60.6K Buy
1,969
+101
+5% +$3.03K ﹤0.01% 3041
2026
Q1 		$56.5K Buy
1,868
+1,007
+117% +$32.5K ﹤0.01% 2905
2025
Q4 		$27.4K Buy
861
+148
+21% +$4.74K ﹤0.01% 2804
2025
Q3 		$21.9K Buy
+713
New +$22.1K ﹤0.01% 2750
2024
Q1 		– Sell
-2,625
Closed -$101K – 1456
2023
Q4 		$101K Buy
+2,625
New +$98.9K ﹤0.01% 403

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

Jones Financial Companies's YORW Position: Q2 2026 in Review

Jones Financial Companies increased its York Water (YORW) stake by 5.4% in Q2 2026, buying an estimated $3.03K and bringing the position to 1,969 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Jones Financial Companies first reported a position in YORW in Q4 2023 and has held it in 5 quarters since. The position peaked at $101K in Q4 2023. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Jones Financial Companies held 1,969 shares of York Water worth $60.6K as of Q2 2026.
  • Jones Financial Companies bought 101 York Water shares in Q2 2026, an estimated $3.03K.
  • York Water made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3041 holding.
  • Jones Financial Companies first reported a position in York Water in Q4 2023 and has held it in 5 quarters since.
  • Jones Financial Companies's York Water position peaked at $101K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.