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Tompkins Financial’s York Water YORW Stock Holding History

Tompkins Financial’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
Q3 		$110K Hold
3,600
– – 0.01% 262
2026
Q2 		$110K Buy
+3,600
New +$108K 0.01% 262

Other funds holding YORW

EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Tompkins Financial's YORW Position: Q3 2026 in Review

Tompkins Financial held its York Water (YORW) position steady in Q3 2026 at 3,600 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #262.

Tompkins Financial first reported a position in YORW in Q2 2026 and has held it in 2 quarters since. The position peaked at $110K in Q2 2026. 15 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • Tompkins Financial held 3,600 shares of York Water worth $110K as of Q3 2026.
  • Tompkins Financial left its York Water share count unchanged in Q3 2026.
  • York Water made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #262 holding.
  • Tompkins Financial first reported a position in York Water in Q2 2026 and has held it in 2 quarters since.
  • Tompkins Financial's York Water position peaked at $110K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.