Raymond James Financial
YORW icon

Raymond James Financial’s York Water YORW Stock Holding History

Raymond James Financial’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 		$218K Sell
7,156
-33,932
-83% -$1.1M ﹤0.01% 4842
2025
Q4 		$1.31M Buy
41,088
+3,327
+9% +$106K ﹤0.01% 3607
2025
Q3 		$1.15M Buy
37,761
+2,960
+9% +$91.8K ﹤0.01% 3592
2025
Q2 		$1.1M Buy
34,801
+21,851
+169% +$730K ﹤0.01% 3513
2025
Q1 		$449K Buy
+12,950
New +$422K ﹤0.01% 3997

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Raymond James Financial's YORW Position: Q1 2026 in Review

Raymond James Financial reduced its York Water (YORW) stake by 83% in Q1 2026, selling an estimated $1.1M and leaving 7,156 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #4842.

Raymond James Financial first reported a position in YORW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Raymond James Financial held 7,156 shares of York Water worth $218K as of Q1 2026.
  • Raymond James Financial sold 33,932 York Water shares in Q1 2026, an estimated $1.1M.
  • York Water made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4842 holding.
  • Raymond James Financial first reported a position in York Water in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's York Water position peaked at $1.31M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.