Principal Financial Group
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Principal Financial Group’s York Water YORW Stock Holding History

Principal 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
Q1 		– Sell
-65,527
Closed -$2.09M – 2300
2025
Q4 		$2.09M Buy
65,527
+21,545
+49% +$690K ﹤0.01% 1833
2025
Q3 		$1.34M Buy
+43,982
New +$1.36M ﹤0.01% 1877
2022
Q2 		– Sell
-11,216
Closed -$504K – 2656
2022
Q1 		$504K Buy
11,216
+2,436
+28% +$109K ﹤0.01% 2119
2021
Q4 		$437K Buy
8,780
+2,222
+34% +$106K ﹤0.01% 2156
2021
Q3 		$286K Buy
6,558
+41
+0.6% +$1.97K ﹤0.01% 2324
2021
Q2 		$295K Buy
6,517
+807
+14% +$40K ﹤0.01% 2361
2021
Q1 		$280K Buy
5,710
+397
+7% +$18.1K ﹤0.01% 2296
2020
Q4 		$248K Buy
+5,313
New +$243K ﹤0.01% 2271
2020
Q3 		– Sell
-4,639
Closed -$222K – 2363
2020
Q2 		$222K Sell
4,639
-8,444
-65% -$366K ﹤0.01% 2163
2020
Q1 		$569K Sell
13,083
-948
-7% -$43K ﹤0.01% 1842
2019
Q4 		$647K Buy
14,031
+302
+2% +$13.2K ﹤0.01% 1898
2019
Q3 		$599K Buy
13,729
+3,471
+34% +$131K ﹤0.01% 1913
2019
Q2 		$366K Sell
10,258
-1,543
-13% -$52.9K ﹤0.01% 2020
2019
Q1 		$405K Sell
11,801
-1,803
-13% -$60.4K ﹤0.01% 1977
2018
Q4 		$436K Buy
13,604
+1,067
+9% +$34.2K ﹤0.01% 1946
2018
Q3 		$381K Buy
12,537
+252
+2% +$7.77K ﹤0.01% 2023
2018
Q2 		$391K Sell
12,285
-2,857
-19% -$91.5K ﹤0.01% 2016
2018
Q1 		$469K Sell
15,142
-3,401
-18% -$105K ﹤0.01% 1948
2017
Q4 		$629K Buy
18,543
+186
+1% +$6.55K ﹤0.01% 1921
2017
Q3 		$622K Buy
18,357
+256
+1% +$8.68K ﹤0.01% 1895
2017
Q2 		$631K Buy
18,101
+5,693
+46% +$201K ﹤0.01% 1909
2017
Q1 		$435K Buy
12,408
+825
+7% +$29.3K ﹤0.01% 1937
2016
Q4 		$442K Buy
+11,583
New +$392K ﹤0.01% 1941

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group's YORW Position: Q1 2026 in Review

Principal Financial Group sold out of York Water (YORW) in Q1 2026, closing a stake of 65,527 shares — an estimated $2.09M sold.

Principal Financial Group first reported a position in YORW in Q4 2016 and held it in 23 quarters. The position peaked at $2.09M in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Principal Financial Group reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 65,527 York Water shares in Q1 2026, an estimated $2.09M.
  • Principal Financial Group first reported a position in York Water in Q4 2016 and held it in 23 quarters.
  • Principal Financial Group's York Water position peaked at $2.09M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.