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Principal Securities’s York Water YORW Stock Holding History

Principal Securities’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
Q4 		– Sell
-10
Closed -$304 – 3556
2025
Q3 		$304 Hold
10
– – ﹤0.01% 3610
2025
Q2 		$316 Buy
10
+1
+11% +$33 ﹤0.01% 3553
2025
Q1 		$294 Hold
9
– – ﹤0.01% 3424
2024
Q4 		$294 Hold
9
– – ﹤0.01% 3419
2024
Q3 		$337 Hold
9
– – ﹤0.01% 3330
2024
Q2 		$334 Hold
9
– – ﹤0.01% 3250
2024
Q1 		$326 Buy
+9
New +$324 ﹤0.01% 3195

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Principal Securities's YORW Position: Q4 2025 in Review

Principal Securities sold out of York Water (YORW) in Q4 2025, closing a stake of 10 shares — an estimated $304 sold.

Principal Securities first reported a position in YORW in Q1 2024 and held it in 7 quarters. The position peaked at $337 in Q3 2024. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • Principal Securities reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 10 York Water shares in Q4 2025, an estimated $304.
  • Principal Securities first reported a position in York Water in Q1 2024 and held it in 7 quarters.
  • Principal Securities's York Water position peaked at $337 in Q3 2024.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.