Syon Capital’s York Water YORW Stock Holding History

Syon Capital’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	–	Sell	-7,353	Closed	-$224K	–	1014
2026 Q1	$224K	Sell	7,353 -1,674	-19%	-$54.1K	0.01%	847
2025 Q4	$287K	Buy	9,027 +22	+0.2%	+$704	0.01%	758
2025 Q3	$274K	Buy	+9,005	New	+$279K	0.01%	685

Other funds holding YORW

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Syon Capital's YORW Position: Q2 2026 in Review

Syon Capital sold out of York Water (YORW) in Q2 2026, closing a stake of 7,353 shares — an estimated $224K sold.

Syon Capital first reported a position in YORW in Q3 2025 and held it in 3 quarters. The position peaked at $287K in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Syon Capital reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
Syon Capital sold 7,353 York Water shares in Q2 2026, an estimated $224K.
Syon Capital first reported a position in York Water in Q3 2025 and held it in 3 quarters.
Syon Capital's York Water position peaked at $287K in Q4 2025.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.