MFG
YORW icon

Merit Financial Group’s York Water YORW Stock Holding History

Merit 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
2026
Q2 		$528K Buy
17,221
+1,517
+10% +$45.5K ﹤0.01% 1467
2026
Q1 		$478K Sell
15,704
-237
-1% -$7.65K ﹤0.01% 1398
2025
Q4 		$508K Buy
15,941
+2,723
+21% +$87.1K ﹤0.01% 1302
2025
Q3 		$402K Buy
13,218
+754
+6% +$23.4K ﹤0.01% 1300
2025
Q2 		$394K Sell
12,464
-1,932
-13% -$64.5K ﹤0.01% 1207
2025
Q1 		$499K Buy
+14,396
New +$469K 0.01% 943

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

Merit Financial Group's YORW Position: Q2 2026 in Review

Merit Financial Group increased its York Water (YORW) stake by 9.7% in Q2 2026, buying an estimated $45.5K and bringing the position to 17,221 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Merit Financial Group first reported a position in YORW in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Merit Financial Group held 17,221 shares of York Water worth $528K as of Q2 2026.
  • Merit Financial Group bought 1,517 York Water shares in Q2 2026, an estimated $45.5K.
  • York Water made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1467 holding.
  • Merit Financial Group first reported a position in York Water in Q1 2025 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.