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Transamerica Financial Advisors’s York Water YORW Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-21
Closed -$673 – 2111
2025
Q4 		$673 Buy
+21
New +$672 ﹤0.01% 1310

Other funds holding YORW

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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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's YORW Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of York Water (YORW) in Q1 2026, closing a stake of 21 shares — an estimated $673 sold.

Transamerica Financial Advisors first reported a position in YORW in Q4 2025 and held it in 1 quarter. The position peaked at $673 in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 21 York Water shares in Q1 2026, an estimated $673.
  • Transamerica Financial Advisors first reported a position in York Water in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's York Water position peaked at $673 in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.