Y-Intercept (HK)’s York Water YORW Stock Holding History

Y-Intercept (HK)’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	$276K	Buy	+8,990	New	+$270K	0.01%	1489
2025 Q4	–	Sell	-13,120	Closed	-$399K	–	2051
2025 Q3	$399K	Sell	13,120 -11,597	-47%	-$360K	0.01%	1314
2025 Q2	$781K	Buy	+24,717	New	+$825K	0.02%	1051

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

Y-Intercept (HK)'s YORW Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in York Water (YORW) in Q2 2026: 8,990 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in YORW as recently as Q3 2025.

Y-Intercept (HK) first reported a position in YORW in Q2 2025 and has held it in 3 quarters since. The position peaked at $781K in Q2 2025. 42 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Y-Intercept (HK) held 8,990 shares of York Water worth $276K as of Q2 2026.
York Water was a new Y-Intercept (HK) position in Q2 2026.
York Water made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1489 holding.
Y-Intercept (HK) first reported a position in York Water in Q2 2025 and has held it in 3 quarters since.
Y-Intercept (HK)'s York Water position peaked at $781K in Q2 2025.
42 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.