Wilmington Savings Fund Society’s York Water YORW Stock Holding History

Wilmington Savings Fund Society’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	$11.5K	Hold	375	–	–	﹤0.01%	1173
2026 Q1	$11.4K	Hold	375	–	–	﹤0.01%	1167
2025 Q4	$11.9K	Hold	375	–	–	﹤0.01%	1151
2025 Q3	$11.4K	Hold	375	–	–	﹤0.01%	1152
2025 Q2	$11.8K	Hold	375	–	–	﹤0.01%	1590
2025 Q1	$13K	Hold	375	–	–	﹤0.01%	1576
2024 Q4	$12.3K	Hold	375	–	–	﹤0.01%	1617
2024 Q3	$14K	Buy	+375	New	+$14.6K	﹤0.01%	1558

Other funds holding YORW

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wilmington Savings Fund Society's YORW Position: Q2 2026 in Review

Wilmington Savings Fund Society held its York Water (YORW) position steady in Q2 2026 at 375 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Wilmington Savings Fund Society first reported a position in YORW in Q3 2024 and has held it in 8 quarters since. The position peaked at $14K in Q3 2024. 46 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Wilmington Savings Fund Society held 375 shares of York Water worth $11.5K as of Q2 2026.
Wilmington Savings Fund Society left its York Water share count unchanged in Q2 2026.
York Water made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1173 holding.
Wilmington Savings Fund Society first reported a position in York Water in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's York Water position peaked at $14K in Q3 2024.
46 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.