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Keating Financial Advisory Services’s York Water YORW Stock Holding History

Keating Financial Advisory Services’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 		– Sell
-1
Closed -$30 – 2723
2026
Q1 		$30 Buy
+1
New +$32 ﹤0.01% 2481

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Vanguard Capital Management
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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

Keating Financial Advisory Services's YORW Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of York Water (YORW) in Q2 2026, closing a stake of 1 share — an estimated $30 sold.

Keating Financial Advisory Services first reported a position in YORW in Q1 2026 and held it in 1 quarter. The position peaked at $30 in Q1 2026. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 1 York Water share in Q2 2026, an estimated $30.
  • Keating Financial Advisory Services first reported a position in York Water in Q1 2026 and held it in 1 quarter.
  • Keating Financial Advisory Services's York Water position peaked at $30 in Q1 2026.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.