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YORW icon

SBI Securities’s York Water YORW Stock Holding History

SBI 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
2026
Q2 		$613 Hold
20
– – ﹤0.01% 2976
2026
Q1 		$609 Hold
20
– – ﹤0.01% 2814
2025
Q4 		$637 Sell
20
-11
-35% -$352 ﹤0.01% 2788
2025
Q3 		$943 Hold
31
– – ﹤0.01% 2713
2025
Q2 		$980 Buy
31
+8
+35% +$267 ﹤0.01% 2687
2025
Q1 		$798 Sell
23
-1
-4% -$33 ﹤0.01% 2675
2024
Q4 		$785 Buy
+24
New +$855 ﹤0.01% 2720

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 $3.37T AUM 44.26% 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

SBI Securities's YORW Position: Q2 2026 in Review

SBI Securities held its York Water (YORW) position steady in Q2 2026 at 20 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

SBI Securities first reported a position in YORW in Q4 2024 and has held it in 7 quarters since. The position peaked at $980 in Q2 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • SBI Securities held 20 shares of York Water worth $613 as of Q2 2026.
  • SBI Securities left its York Water share count unchanged in Q2 2026.
  • York Water made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2976 holding.
  • SBI Securities first reported a position in York Water in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's York Water position peaked at $980 in Q2 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.