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Larson Financial Group’s York Water YORW Stock Holding History

Larson Financial Group’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
Q3 		– Sell
-105
Closed -$3.32K – 3676
2025
Q2 		$3.32K Buy
105
+48
+84% +$1.6K ﹤0.01% 2242
2025
Q1 		$1.98K Buy
57
+39
+217% +$1.27K ﹤0.01% 2169
2024
Q4 		$589 Sell
18
-348
-95% -$12.4K ﹤0.01% 2160
2024
Q3 		$13.7K Buy
+366
New +$14.2K ﹤0.01% 1356

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Larson Financial Group's YORW Position: Q3 2025 in Review

Larson Financial Group sold out of York Water (YORW) in Q3 2025, closing a stake of 105 shares — an estimated $3.32K sold.

Larson Financial Group first reported a position in YORW in Q3 2024 and held it in 4 quarters. The position peaked at $13.7K in Q3 2024. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

  • Larson Financial Group reported no remaining York Water position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 105 York Water shares in Q3 2025, an estimated $3.32K.
  • Larson Financial Group first reported a position in York Water in Q3 2024 and held it in 4 quarters.
  • Larson Financial Group's York Water position peaked at $13.7K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.