UMB Bank’s York Water YORW Stock Holding History

UMB Bank’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 Q3	–	Sell	-113	Closed	-$3.57K	–	2205
2025 Q2	$3.57K	Buy	+113	New	+$3.77K	﹤0.01%	1911

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UMB Bank's YORW Position: Q3 2025 in Review

UMB Bank sold out of York Water (YORW) in Q3 2025, closing a stake of 113 shares — an estimated $3.57K sold.

UMB Bank first reported a position in YORW in Q2 2025 and held it in 1 quarter. The position peaked at $3.57K in Q2 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

UMB Bank reported no remaining York Water position as of Q3 2025 after selling out during the quarter.
UMB Bank sold 113 York Water shares in Q3 2025, an estimated $3.57K.
UMB Bank first reported a position in York Water in Q2 2025 and held it in 1 quarter.
UMB Bank's York Water position peaked at $3.57K in Q2 2025.
161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.