James T. Borello RIA’s York Water YORW Stock Holding History

James T. Borello RIA’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	–	Sell	-2	Closed	-$61	–	1300
2026 Q1	$61	Sell	2 -1	-33%	-$32	﹤0.01%	1196
2025 Q4	$96	Sell	3 -8	-73%	-$256	﹤0.01%	1085
2025 Q3	$335	Buy	+11	New	+$341	﹤0.01%	900

Other funds holding YORW

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

James T. Borello RIA's YORW Position: Q2 2026 in Review

James T. Borello RIA sold out of York Water (YORW) in Q2 2026, closing a stake of 2 shares — an estimated $61 sold.

James T. Borello RIA first reported a position in YORW in Q3 2025 and held it in 3 quarters. The position peaked at $335 in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

James T. Borello RIA reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 2 York Water shares in Q2 2026, an estimated $61.
James T. Borello RIA first reported a position in York Water in Q3 2025 and held it in 3 quarters.
James T. Borello RIA's York Water position peaked at $335 in Q3 2025.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.