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Versant Capital Management’s York Water YORW Stock Holding History

Versant Capital Management’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 		$26.9K Buy
877
+171
+24% +$5.5K ﹤0.01% 1794
2026
Q2 		$21.6K Buy
706
+142
+25% +$4.26K ﹤0.01% 1885
2026
Q1 		$17.2K Sell
564
-577
-51% -$18.6K ﹤0.01% 1888
2025
Q4 		$36.3K Buy
1,141
+219
+24% +$7.01K ﹤0.01% 1262
2025
Q3 		$28K Buy
922
+686
+291% +$21.3K ﹤0.01% 1384
2025
Q2 		$7.46K Sell
236
-15
-6% -$501 ﹤0.01% 2017
2025
Q1 		$8.71K Sell
251
-99
-28% -$3.22K ﹤0.01% 1790
2024
Q4 		$11.5K Buy
350
+328
+1,491% +$11.7K ﹤0.01% 1325
2024
Q3 		$824 Buy
+22
New +$854 ﹤0.01% 1787
2017
Q1 		– Sell
-11
Closed – – 1556
2016
Q4 		$0 Buy
+11
New +$372 ﹤0.01% 1553

Other funds holding YORW

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
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management's YORW Position: Q3 2026 in Review

Versant Capital Management increased its York Water (YORW) stake by 24% in Q3 2026, buying an estimated $5.5K and bringing the position to 877 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Versant Capital Management first reported a position in YORW in Q4 2016 and has held it in 10 quarters since. The position peaked at $36.3K in Q4 2025. 12 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • Versant Capital Management held 877 shares of York Water worth $26.9K as of Q3 2026.
  • Versant Capital Management bought 171 York Water shares in Q3 2026, an estimated $5.5K.
  • York Water made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1794 holding.
  • Versant Capital Management first reported a position in York Water in Q4 2016 and has held it in 10 quarters since.
  • Versant Capital Management's York Water position peaked at $36.3K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.