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 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	–	–	1561
2016 Q4	$0	Buy	+11	New	+$372	﹤0.01%	1553

Other funds holding YORW

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return