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Parkside Financial Bank & Trust’s York Water YORW Stock Holding History

Parkside Financial Bank & Trust’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
-15
Closed -$521 – 3014
2025
Q1 		$521 Buy
+15
New +$488 ﹤0.01% 2357

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Vanguard Group
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ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
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

Parkside Financial Bank & Trust's YORW Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of York Water (YORW) in Q2 2025, closing a stake of 15 shares — an estimated $521 sold.

Parkside Financial Bank & Trust first reported a position in YORW in Q1 2025 and held it in 1 quarter. The position peaked at $521 in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 15 York Water shares in Q2 2025, an estimated $521.
  • Parkside Financial Bank & Trust first reported a position in York Water in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's York Water position peaked at $521 in Q1 2025.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.