Raymond James Financial
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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
Q2 		$554K Buy
18,064
+10,908
+152% +$328K ﹤0.01% 4433
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

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 $3.38T AUM 44.17% 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

Raymond James Financial's YORW Position: Q2 2026 in Review

Raymond James Financial increased its York Water (YORW) stake by 152% in Q2 2026, buying an estimated $328K and bringing the position to 18,064 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #4433.

Raymond James Financial first reported a position in YORW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Raymond James Financial held 18,064 shares of York Water worth $554K as of Q2 2026.
  • Raymond James Financial bought 10,908 York Water shares in Q2 2026, an estimated $328K.
  • York Water made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4433 holding.
  • Raymond James Financial first reported a position in York Water in Q1 2025 and has held it in 6 quarters since.
  • Raymond James Financial's York Water position peaked at $1.31M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.