SFGP
YORW icon

Stonebridge Financial Group (Pennsylvania)’s York Water YORW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-219
Closed -$7.59K – 972
2025
Q1 		$7.59K Hold
219
– – ﹤0.01% 640
2024
Q4 		$7.17K Buy
+219
New +$7.8K ﹤0.01% 633

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s YORW Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of York Water (YORW) in Q2 2025, closing a stake of 219 shares — an estimated $7.59K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in YORW in Q4 2024 and held it in 2 quarters. The position peaked at $7.59K in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 219 York Water shares in Q2 2025, an estimated $7.59K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in York Water in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s York Water position peaked at $7.59K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.