SG Americas Securities
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SG Americas Securities’s York Water YORW Stock Holding History

SG Americas 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
Q1 		– Sell
-12,881
Closed -$410K – 3777
2025
Q4 		$410K Buy
12,881
+19
+0.1% +$608 ﹤0.01% 2602
2025
Q3 		$391K Buy
+12,862
New +$399K ﹤0.01% 2297
2025
Q1 		– Sell
-6,605
Closed -$216K – 3801
2024
Q4 		$216K Buy
6,605
+1,005
+18% +$35.8K ﹤0.01% 2081
2024
Q3 		$210K Buy
5,600
+2,291
+69% +$88.9K ﹤0.01% 2455
2024
Q2 		$123K Buy
+3,309
New +$120K ﹤0.01% 2430
2024
Q1 		– Sell
-3,712
Closed -$143K – 3509
2023
Q4 		$143K Buy
+3,712
New +$140K ﹤0.01% 2457
2023
Q2 		– Sell
-6,365
Closed -$285K – 3276
2023
Q1 		$285K Buy
+6,365
New +$285K ﹤0.01% 2155
2022
Q1 		– Sell
-2,299
Closed -$114K – 3517
2021
Q4 		$114K Sell
2,299
-3,776
-62% -$180K ﹤0.01% 3014
2021
Q3 		$265K Buy
+6,075
New +$291K ﹤0.01% 3031
2020
Q3 		– Sell
-7,099
Closed -$340K – 3539
2020
Q2 		$340K Buy
7,099
+2,620
+58% +$114K ﹤0.01% 2426
2020
Q1 		$195K Buy
+4,479
New +$203K ﹤0.01% 2523

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SG Americas Securities's YORW Position: Q1 2026 in Review

SG Americas Securities sold out of York Water (YORW) in Q1 2026, closing a stake of 12,881 shares — an estimated $410K sold.

SG Americas Securities first reported a position in YORW in Q1 2020 and held it in 11 quarters. The position peaked at $410K in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • SG Americas Securities reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
  • SG Americas Securities sold 12,881 York Water shares in Q1 2026, an estimated $410K.
  • SG Americas Securities first reported a position in York Water in Q1 2020 and held it in 11 quarters.
  • SG Americas Securities's York Water position peaked at $410K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.