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Perigon Wealth Management’s York Water YORW Stock Holding History

Perigon Wealth Management’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 		$428K Buy
13,966
+5,519
+65% +$166K 0.01% 966
2026
Q1 		$257K Buy
8,447
+147
+2% +$4.75K ﹤0.01% 1079
2025
Q4 		$264K Buy
+8,300
New +$266K ﹤0.01% 1073

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

Perigon Wealth Management's YORW Position: Q2 2026 in Review

Perigon Wealth Management increased its York Water (YORW) stake by 65% in Q2 2026, buying an estimated $166K and bringing the position to 13,966 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #966.

Perigon Wealth Management first reported a position in YORW in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Perigon Wealth Management held 13,966 shares of York Water worth $428K as of Q2 2026.
  • Perigon Wealth Management bought 5,519 York Water shares in Q2 2026, an estimated $166K.
  • York Water made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #966 holding.
  • Perigon Wealth Management first reported a position in York Water in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.