SJS Investment Consulting’s York Water YORW Stock Holding History

SJS Investment Consulting’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	$368	Buy	+12	New	+$360	﹤0.01%	2350

Other funds holding YORW

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SJS Investment Consulting's YORW Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in York Water (YORW) in Q2 2026: 12 shares worth $368. The stake represents ﹤0.01% of the portfolio and ranks #2350 among its holdings.

46 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

SJS Investment Consulting held 12 shares of York Water worth $368 as of Q2 2026.
York Water was a new SJS Investment Consulting position in Q2 2026.
York Water made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2350 holding.
46 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.