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Sunbelt Securities’s York Water YORW Stock Holding History

Sunbelt 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 		$457 Hold
15
– – ﹤0.01% 2309
2025
Q4 		$478 Buy
15
+2
+15% +$64 ﹤0.01% 2251
2025
Q3 		$395 Buy
+13
New +$403 ﹤0.01% 2283

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

Sunbelt Securities's YORW Position: Q1 2026 in Review

Sunbelt Securities held its York Water (YORW) position steady in Q1 2026 at 15 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Sunbelt Securities first reported a position in YORW in Q3 2025 and has held it in 3 quarters since. The position peaked at $478 in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Sunbelt Securities held 15 shares of York Water worth $457 as of Q1 2026.
  • Sunbelt Securities left its York Water share count unchanged in Q1 2026.
  • York Water made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2309 holding.
  • Sunbelt Securities first reported a position in York Water in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's York Water position peaked at $478 in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.