Rise Advisors’s York Water YORW Stock Holding History

Rise Advisors’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	-497	Closed	-$15.1K	–	1465
2025 Q3	$15.1K	Hold	497	–	–	0.01%	753
2025 Q2	$15.7K	Hold	497	–	–	0.01%	686
2025 Q1	$17.2K	Buy	+497	New	+$16.2K	0.01%	601

Other funds holding YORW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Rise Advisors's YORW Position: Q4 2025 in Review

Rise Advisors sold out of York Water (YORW) in Q4 2025, closing a stake of 497 shares — an estimated $15.1K sold.

Rise Advisors first reported a position in YORW in Q1 2025 and held it in 3 quarters. The position peaked at $17.2K in Q1 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

Rise Advisors reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 497 York Water shares in Q4 2025, an estimated $15.1K.
Rise Advisors first reported a position in York Water in Q1 2025 and held it in 3 quarters.
Rise Advisors's York Water position peaked at $17.2K in Q1 2025.
161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.