TS Financial Group (TSFG)’s York Water YORW Stock Holding History

TS Financial Group (TSFG)’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	-340	Closed	-$12K	–	885
2025 Q1	$12K	Buy	+340	New	+$11.1K	﹤0.01%	527

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TS Financial Group (TSFG)'s YORW Position: Q2 2025 in Review

TS Financial Group (TSFG) sold out of York Water (YORW) in Q2 2025, closing a stake of 340 shares — an estimated $12K sold.

TS Financial Group (TSFG) first reported a position in YORW in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

TS Financial Group (TSFG) reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 340 York Water shares in Q2 2025, an estimated $12K.
TS Financial Group (TSFG) first reported a position in York Water in Q1 2025 and held it in 1 quarter.
TS Financial Group (TSFG)'s York Water position peaked at $12K in Q1 2025.
160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2025, filed 5 Aug 2025.