RKL Wealth Management’s York Water YORW Stock Holding History

RKL Wealth Management’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 Q3	$434K	Buy	14,186 +101	+0.7%	+$3.25K	0.03%	147
2026 Q2	$432K	Buy	14,085 +226	+2%	+$6.79K	0.03%	144
2026 Q1	$422K	Buy	13,859 +103	+0.7%	+$3.33K	0.04%	134
2025 Q4	$438K	Sell	13,756 -713	-5%	-$22.8K	0.04%	140
2025 Q3	$440K	Buy	14,469 +42	+0.3%	+$1.3K	0.04%	133
2025 Q2	$456K	Buy	14,427 +15	+0.1%	+$501	0.04%	134
2025 Q1	$500K	Buy	+14,412	New	+$469K	0.05%	121

Other funds holding YORW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RKL Wealth Management's YORW Position: Q3 2026 in Review

RKL Wealth Management increased its York Water (YORW) stake by 0.72% in Q3 2026, buying an estimated $3.25K and bringing the position to 14,186 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #147.

RKL Wealth Management first reported a position in YORW in Q1 2025 and has held it in 7 quarters since. The position peaked at $500K in Q1 2025. 100 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

RKL Wealth Management held 14,186 shares of York Water worth $434K as of Q3 2026.
RKL Wealth Management bought 101 York Water shares in Q3 2026, an estimated $3.25K.
York Water made up 0.03% of RKL Wealth Management's portfolio in Q3 2026, its #147 holding.
RKL Wealth Management first reported a position in York Water in Q1 2025 and has held it in 7 quarters since.
RKL Wealth Management's York Water position peaked at $500K in Q1 2025.
100 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.